Number of Shares
145,472.00
Current Holdings Value*
$3.85 Mil
% of Portfolio
2.53%
Total Estimate Gain
$-152,615.63
% of Total Estimate Gain
-3.70%

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 $27.33, Axis Wealth Partners, LLC's estimated gain on his SCHD holdings is $-152,615.63, reflecting a -3.70% gain to date.

Axis Wealth Partners, LLC SCHD ($27.33) Holding Chart

Axis Wealth Partners, LLC SCHD ($27.33) 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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