Benchmark Wealth Management, LLC SCHD Holdings History
Benchmark Wealth Management, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Benchmark Wealth Management, LLC held 227,062.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $6.35 Mil. This investment constitutes 3.07% of their stock portfolio, and Benchmark Wealth Management, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2019Q4. And since then Benchmark Wealth Management, LLC has made 11 purchases of SCHD, at an average price of $40.57, for a total of 259,040.00 shares. In addition, there have been 10 sales at an average price of $56.03 for 31,978.00 shares. Based on historical transaction data and SCHD's current price of $27.03, Benchmark Wealth Management, LLC's estimated gain on his SCHD holdings is $-2.58 Mil, reflecting a -24.56% gain to date.
Benchmark Wealth Management, LLC SCHD ($27.03) Holding Chart
Benchmark Wealth Management, LLC SCHD ($27.03) 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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