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 %

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