Apexium Financial, LP SCHD Holdings History
Apexium Financial, LP's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Apexium Financial, LP held 1.36 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $37.94 Mil. This investment constitutes 2.26% of their stock portfolio, and Apexium Financial, LP now holds 0.05% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2021Q4. And since then Apexium Financial, LP has made 13 purchases of SCHD, at an average price of $42.09, for a total of 1.36 Mil shares. In addition, there have been 1 sales at an average price of $78.10 for 545.00 shares. Based on historical transaction data and SCHD's current price of $27.31, Apexium Financial, LP's estimated gain on his SCHD holdings is $-20.03 Mil, reflecting a -35.06% gain to date.
Apexium Financial, LP SCHD ($27.31) Holding Chart
Apexium Financial, LP SCHD ($27.31) 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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