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Riverpoint Wealth Management Holdings’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Riverpoint Wealth Management Holdings’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-426
Closed -$10.7K – 102
2022
Q4 		$10.7K Buy
+426
New +$10.5K ﹤0.01% 93

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Morgan Stanley
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Bank of America
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AAS
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WANY
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Envestnet Asset Management
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Riverpoint Wealth Management Holdings's SCHD Position: Q1 2023 in Review

Riverpoint Wealth Management Holdings sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2023, closing a stake of 426 shares — an estimated $10.7K sold.

Riverpoint Wealth Management Holdings first reported a position in SCHD in Q4 2022 and held it in 1 quarter. The position peaked at $10.7K in Q4 2022. 1,342 funds tracked by Wall St. Rank hold SCHD as of Q1 2023.

  • Riverpoint Wealth Management Holdings reported no remaining Schwab US Dividend Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 426 Schwab US Dividend Equity ETF shares in Q1 2023, an estimated $10.7K.
  • Riverpoint Wealth Management Holdings first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and held it in 1 quarter.
  • Riverpoint Wealth Management Holdings's Schwab US Dividend Equity ETF position peaked at $10.7K in Q4 2022.
  • 1,342 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2023.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2023, filed 8 May 2023.