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Transparent Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Transparent Wealth Partners’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
Q2 		– Sell
-143,955
Closed -$3.79M – 49
2022
Q1 		$3.79M Buy
+143,955
New +$3.77M 3.2% 6

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WANY
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Bank of America
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Northwestern Mutual Wealth Management
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Ameriprise
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AAS
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Transparent Wealth Partners's SCHD Position: Q2 2022 in Review

Transparent Wealth Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2022, closing a stake of 143,955 shares — an estimated $3.79M sold.

Transparent Wealth Partners first reported a position in SCHD in Q1 2022 and held it in 1 quarter. The position peaked at $3.79M in Q1 2022. 1,182 funds tracked by Wall St. Rank hold SCHD as of Q2 2022.

  • Transparent Wealth Partners reported no remaining Schwab US Dividend Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Transparent Wealth Partners sold 143,955 Schwab US Dividend Equity ETF shares in Q2 2022, an estimated $3.79M.
  • Transparent Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and held it in 1 quarter.
  • Transparent Wealth Partners's Schwab US Dividend Equity ETF position peaked at $3.79M in Q1 2022.
  • 1,182 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2022.

Based on Transparent Wealth Partners's 13F filing for Q2 2022, filed 15 Aug 2022.