Adams Chetwood Wealth Management LLC SCHD Holdings History
Adams Chetwood Wealth Management LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2022-03-31, Adams Chetwood Wealth Management LLC held 122,433.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $9.66 Mil. This investment constitutes 5.47% of their stock portfolio, and Adams Chetwood Wealth Management LLC now holds 0.03% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2019Q4. And since then Adams Chetwood Wealth Management LLC has made 3 purchases of SCHD, at an average price of $55.73, for a total of 167,460.00 shares. In addition, there have been 6 sales at an average price of $74.89 for 45,027.00 shares. Based on historical transaction data and SCHD's current price of $27.28, Adams Chetwood Wealth Management LLC's estimated gain on his SCHD holdings is $-2.62 Mil, reflecting a -28.07% gain to date.
Adams Chetwood Wealth Management LLC SCHD ($27.28) Holding Chart
Adams Chetwood Wealth Management LLC SCHD ($27.28) 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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