Aspire Wealth Management Corp SCHD Holdings History
Aspire Wealth Management Corp's Schwab US Dividend Equity ETF Holding Summary
As of 2024-09-30, Aspire Wealth Management Corp held 89,835.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $2.53 Mil. This investment constitutes 1.36% of their stock portfolio, and Aspire Wealth Management Corp now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2021Q4. And since then Aspire Wealth Management Corp has made 6 purchases of SCHD, at an average price of $64.62, for a total of 157,849.00 shares. In addition, there have been 5 sales at an average price of $75.64 for 68,014.00 shares. Based on historical transaction data and SCHD's current price of $26.93, Aspire Wealth Management Corp's estimated gain on his SCHD holdings is $-2.64 Mil, reflecting a -25.85% gain to date.
Aspire Wealth Management Corp SCHD ($26.93) Holding Chart
Aspire Wealth Management Corp SCHD ($26.93) 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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