BOYUM WEALTH ARCHITECTS LLC SCHD Holdings History
BOYUM WEALTH ARCHITECTS LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, BOYUM WEALTH ARCHITECTS LLC held 37,520.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $994,280.00. This investment constitutes 0.73% of their stock portfolio, and BOYUM WEALTH ARCHITECTS LLC now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2025Q2. And since then BOYUM WEALTH ARCHITECTS LLC has made 1 purchases of SCHD, at an average price of $26.14, for a total of 37,520.00 shares. Based on historical transaction data and SCHD's current price of $27.02, BOYUM WEALTH ARCHITECTS LLC's estimated gain on his SCHD holdings is $33,017.60, reflecting a 3.37% gain to date.
BOYUM WEALTH ARCHITECTS LLC SCHD ($27.02) Holding Chart
BOYUM WEALTH ARCHITECTS 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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