10Elms LLP SCHD Holdings History
Number of Shares
101,487.00
Current Holdings Value*
$2.84 Mil
% of Portfolio
3.31%
Total Estimate Gain
$-120,552.28
% of Total Estimate Gain
-4.18%
10Elms LLP's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, 10Elms LLP held 101,487.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $2.84 Mil. This investment constitutes 3.31% of their stock portfolio, and 10Elms LLP now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2024Q4. And since then 10Elms LLP has made 1 purchases of SCHD, at an average price of $28.43, for a total of 101,487.00 shares. Based on historical transaction data and SCHD's current price of $27.24, 10Elms LLP's estimated gain on his SCHD holdings is $-120,552.28, reflecting a -4.18% gain to date.
10Elms LLP SCHD ($27.24) Holding Chart
10Elms LLP SCHD ($27.24) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
Top Ranked Articles
- 1