Adams Asset Advisors, LLC SCHD Holdings History
Adams Asset Advisors, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Adams Asset Advisors, LLC held 231,786.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $6.14 Mil. This investment constitutes 0.86% of their stock portfolio, and Adams Asset Advisors, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2025Q2. And since then Adams Asset Advisors, LLC has made 1 purchases of SCHD, at an average price of $26.14, for a total of 231,786.00 shares. Based on historical transaction data and SCHD's current price of $27.33, Adams Asset Advisors, LLC's estimated gain on his SCHD holdings is $275,825.34, reflecting a 4.55% gain to date.
Adams Asset Advisors, LLC SCHD ($27.33) Holding Chart
Adams Asset Advisors, LLC SCHD ($27.33) 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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