BCS Wealth Management SCHD Holdings History
BCS Wealth Management's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, BCS Wealth Management held 277,186.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $7.75 Mil. This investment constitutes 1.99% of their stock portfolio, and BCS Wealth Management now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2019Q4. And since then BCS Wealth Management has made 11 purchases of SCHD, at an average price of $45.11, for a total of 542,433.00 shares. In addition, there have been 9 sales at an average price of $73.17 for 265,247.00 shares. Based on historical transaction data and SCHD's current price of $27.35, BCS Wealth Management's estimated gain on his SCHD holdings is $2.52 Mil, reflecting a 10.29% gain to date.
BCS Wealth Management SCHD ($27.35) Holding Chart
BCS Wealth Management SCHD ($27.35) 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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