ADAMSBROWN WEALTH CONSULTANTS LLC SCHD Holdings History
ADAMSBROWN WEALTH CONSULTANTS LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, ADAMSBROWN WEALTH CONSULTANTS LLC held 1.13 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $29.99 Mil. This investment constitutes 8.7% of their stock portfolio, and ADAMSBROWN WEALTH CONSULTANTS LLC now holds 0.04% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2021Q4. And since then ADAMSBROWN WEALTH CONSULTANTS LLC has made 12 purchases of SCHD, at an average price of $43.47, for a total of 1.61 Mil shares. In addition, there have been 2 sales at an average price of $26.51 for 479,306.00 shares. Based on historical transaction data and SCHD's current price of $27.02, ADAMSBROWN WEALTH CONSULTANTS LLC's estimated gain on his SCHD holdings is $-26.74 Mil, reflecting a -38.19% gain to date.
ADAMSBROWN WEALTH CONSULTANTS LLC SCHD ($27.02) Holding Chart
ADAMSBROWN WEALTH CONSULTANTS 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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