Axis Wealth Partners, LLC SCHD Holdings History
Axis Wealth Partners, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Axis Wealth Partners, LLC held 145,472.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $3.85 Mil. This investment constitutes 2.53% of their stock portfolio, and Axis Wealth Partners, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2024Q4. And since then Axis Wealth Partners, LLC has made 2 purchases of SCHD, at an average price of $28.37, for a total of 145,472.00 shares. Based on historical transaction data and SCHD's current price of $27.28, Axis Wealth Partners, LLC's estimated gain on his SCHD holdings is $-159,161.87, reflecting a -3.86% gain to date.
Axis Wealth Partners, LLC SCHD ($27.28) Holding Chart
Axis Wealth Partners, 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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