Question 1

How many shares of SCHD does Dynasty Wealth Management, LLC own?

Accepted Answer

Dynasty Wealth Management, LLC previously held 0 shares of SCHD (SCHWAB US DVD EQUITY ETF) before exiting the position in 2018-Q2.

Question 2

What is Dynasty Wealth Management, LLC's SCHD position worth?

Accepted Answer

Dynasty Wealth Management, LLC's SCHD position was last reported at $0 in 2018-Q2 before the exit.

Question 3

Is Dynasty Wealth Management, LLC buying or selling SCHD?

Accepted Answer

In 2018-Q2, Dynasty Wealth Management, LLC exited their SCHD position entirely (-100.0% change in shares).

Question 4

When did Dynasty Wealth Management, LLC first buy SCHD?

Accepted Answer

Based on available 13F filings, Dynasty Wealth Management, LLC first reported a position in SCHD in 2017-Q4. They have held the position across 3 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2018-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$12.65	0
2018-Q1	Decreased	4,115	-55.8%	$202,000	0.1%	$12.48	0
2017-Q4	New	9,315	-	$477,000	0.8%	$12.96	47

SCHD3 quarters

SCHD
3 quarters