9258 Wealth Management, LLC SCHD Holdings History
9258 Wealth Management, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2024-09-30, 9258 Wealth Management, LLC held 30,894.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $870,490.00. This investment constitutes 0.13% of their stock portfolio, and 9258 Wealth Management, LLC now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2021Q4. And since then 9258 Wealth Management, LLC has made 4 purchases of SCHD, at an average price of $46.07, for a total of 34,801.00 shares. In addition, there have been 2 sales at an average price of $73.76 for 3,907.00 shares. Based on historical transaction data and SCHD's current price of $27.02, 9258 Wealth Management, LLC's estimated gain on his SCHD holdings is $-480,416.38, reflecting a -29.96% gain to date.
9258 Wealth Management, LLC SCHD ($27.02) Holding Chart
9258 Wealth Management, LLC SCHD ($27.02) 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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