BKM Wealth Management, LLC SCHD Holdings History
BKM Wealth Management, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, BKM Wealth Management, LLC held 95,359.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $2.67 Mil. This investment constitutes 1.1% of their stock portfolio, and BKM Wealth Management, LLC now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2023Q4. And since then BKM Wealth Management, LLC has made 5 purchases of SCHD, at an average price of $31.45, for a total of 95,359.00 shares. Based on historical transaction data and SCHD's current price of $27.02, BKM Wealth Management, LLC's estimated gain on his SCHD holdings is $-422,145.10, reflecting a -14.08% gain to date.
BKM Wealth Management, LLC SCHD ($27.02) Holding Chart
BKM Wealth Management, LLC SCHD ($27.02) 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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