ANDREWS, LUCIA WEALTH MANAGEMENT LLC SCHD Holdings History
ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, ANDREWS, LUCIA WEALTH MANAGEMENT LLC held 17,852.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $487,720.00. This investment constitutes 0.33% of their stock portfolio, and ANDREWS, LUCIA WEALTH MANAGEMENT LLC now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q1. And since then ANDREWS, LUCIA WEALTH MANAGEMENT LLC has made 9 purchases of SCHD, at an average price of $51.39, for a total of 24,151.00 shares. In addition, there have been 2 sales at an average price of $75.96 for 6,299.00 shares. Based on historical transaction data and SCHD's current price of $27.35, ANDREWS, LUCIA WEALTH MANAGEMENT LLC's estimated gain on his SCHD holdings is $-274,453.04, reflecting a -22.11% gain to date.
ANDREWS, LUCIA WEALTH MANAGEMENT LLC SCHD ($27.35) Holding Chart
ANDREWS, LUCIA WEALTH MANAGEMENT LLC SCHD ($27.35) 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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