APPLETON GROUP, LLC SCHD Holdings History
APPLETON GROUP, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2023-09-30, APPLETON GROUP, LLC held 220,012.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $15.57 Mil. This investment constitutes 54.37% of their stock portfolio, and APPLETON GROUP, LLC now holds 0.03% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q4. And since then APPLETON GROUP, LLC has made 3 purchases of SCHD, at an average price of $73.58, for a total of 422,895.00 shares. In addition, there have been 1 sales at an average price of $74.46 for 202,883.00 shares. Based on historical transaction data and SCHD's current price of $27.14, APPLETON GROUP, LLC's estimated gain on his SCHD holdings is $-10.04 Mil, reflecting a -32.26% gain to date.
APPLETON GROUP, LLC SCHD ($27.14) Holding Chart
APPLETON GROUP, LLC SCHD ($27.14) 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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