ANDREWS, LUCIA WEALTH MANAGEMENT LLC SCHD Holdings History
ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, ANDREWS, LUCIA WEALTH MANAGEMENT LLC held 18,189.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $482,010.00. This investment constitutes 0.31% 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 10 purchases of SCHD, at an average price of $51.05, for a total of 24,488.00 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 $26.93, ANDREWS, LUCIA WEALTH MANAGEMENT LLC's estimated gain on his SCHD holdings is $-281,684.65, reflecting a -22.53% gain to date.
ANDREWS, LUCIA WEALTH MANAGEMENT LLC SCHD ($26.93) Holding Chart
ANDREWS, LUCIA WEALTH MANAGEMENT LLC SCHD ($26.93) 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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