BlueChip Wealth Advisors LLC SCHD Holdings History
BlueChip Wealth Advisors LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, BlueChip Wealth Advisors LLC held 377,387.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $10.55 Mil. This investment constitutes 5.18% of their stock portfolio, and BlueChip 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 BlueChip Wealth Advisors LLC has made 4 purchases of SCHD, at an average price of $40.58, for a total of 379,264.00 shares. In addition, there have been 1 sales at an average price of $27.88 for 1,877.00 shares. Based on historical transaction data and SCHD's current price of $26.20, BlueChip Wealth Advisors LLC's estimated gain on his SCHD holdings is $-5.45 Mil, reflecting a -35.42% gain to date.
BlueChip Wealth Advisors LLC SCHD ($26.20) Holding Chart
BlueChip Wealth Advisors LLC SCHD ($26.20) 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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