Number of Shares
122,433.00
Current Holdings Value*
$9.66 Mil
% of Portfolio
5.47%
Total Estimate Gain
$-2.61 Mil
% of Total Estimate Gain
-27.98%

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 $27.36, Adams Chetwood Wealth Management LLC's estimated gain on his SCHD holdings is $-2.61 Mil, reflecting a -27.98% gain to date.

Adams Chetwood Wealth Management LLC SCHD ($27.36) Holding Chart

Adams Chetwood Wealth Management LLC SCHD ($27.36) 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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