Bison Wealth, LLC SCHD Holdings History
Bison Wealth, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2024-12-31, Bison Wealth, LLC held 441,394.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $12.06 Mil. This investment constitutes 2.66% of their stock portfolio, and Bison Wealth, LLC now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2018Q2. And since then Bison Wealth, LLC has made 18 purchases of SCHD, at an average price of $38.18, for a total of 487,711.00 shares. In addition, there have been 8 sales at an average price of $68.75 for 46,317.00 shares. Based on historical transaction data and SCHD's current price of $27.06, Bison Wealth, LLC's estimated gain on his SCHD holdings is $-3.49 Mil, reflecting a -18.75% gain to date.
Bison Wealth, LLC SCHD ($27.06) Holding Chart
Bison Wealth, LLC SCHD ($27.06) 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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