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Vista Capital Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Vista Capital 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
Q4 		– Sell
-25,617
Closed -$567K – 86
2022
Q3 		$567K Buy
+25,617
New +$622K 0.1% 32

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Vista Capital Partners's SCHD Position: Q4 2022 in Review

Vista Capital Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2022, closing a stake of 25,617 shares — an estimated $567K sold.

Vista Capital Partners first reported a position in SCHD in Q3 2022 and held it in 1 quarter. The position peaked at $567K in Q3 2022. 1,323 funds tracked by Wall St. Rank hold SCHD as of Q4 2022.

  • Vista Capital Partners reported no remaining Schwab US Dividend Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Vista Capital Partners sold 25,617 Schwab US Dividend Equity ETF shares in Q4 2022, an estimated $567K.
  • Vista Capital Partners first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and held it in 1 quarter.
  • Vista Capital Partners's Schwab US Dividend Equity ETF position peaked at $567K in Q3 2022.
  • 1,323 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2022.

Based on Vista Capital Partners's 13F filing for Q4 2022, filed 7 Feb 2023.