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Steward Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Steward Financial Group’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
2022
Q3 		– Sell
-696
Closed -$16K – 1089
2022
Q2 		$16K Buy
+696
New +$17.7K 0.01% 187

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Steward Financial Group's SCHD Position: Q3 2022 in Review

Steward Financial Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2022, closing a stake of 696 shares — an estimated $16K sold.

Steward Financial Group first reported a position in SCHD in Q2 2022 and held it in 1 quarter. The position peaked at $16K in Q2 2022. 1,160 funds tracked by Wall St. Rank hold SCHD as of Q3 2022.

  • Steward Financial Group reported no remaining Schwab US Dividend Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Steward Financial Group sold 696 Schwab US Dividend Equity ETF shares in Q3 2022, an estimated $16K.
  • Steward Financial Group first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and held it in 1 quarter.
  • Steward Financial Group's Schwab US Dividend Equity ETF position peaked at $16K in Q2 2022.
  • 1,160 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2022.

Based on Steward Financial Group's 13F filing for Q3 2022, filed 7 Nov 2022.