Benchmark Financial Wealth Advisors, LLC SCHD Holdings History
Benchmark Financial Wealth Advisors, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Benchmark Financial Wealth Advisors, LLC held 271,598.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $7.59 Mil. This investment constitutes 2.87% of their stock portfolio, and Benchmark Financial Wealth Advisors, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2023Q4. And since then Benchmark Financial Wealth Advisors, LLC has made 5 purchases of SCHD, at an average price of $41.00, for a total of 321,972.00 shares. In addition, there have been 1 sales at an average price of $27.88 for 50,374.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Benchmark Financial Wealth Advisors, LLC's estimated gain on his SCHD holdings is $-4.46 Mil, reflecting a -33.77% gain to date.
Benchmark Financial Wealth Advisors, LLC SCHD ($27.02) Holding Chart
Benchmark Financial Wealth Advisors, 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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