CAROLINAS WEALTH CONSULTING LLC SCHD Holdings History
CAROLINAS WEALTH CONSULTING LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2024-12-31, CAROLINAS WEALTH CONSULTING LLC held 788,881.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $21.55 Mil. This investment constitutes 4.24% of their stock portfolio, and CAROLINAS WEALTH CONSULTING LLC now holds 0.03% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2019Q4. And since then CAROLINAS WEALTH CONSULTING LLC has made 16 purchases of SCHD, at an average price of $41.04, for a total of 947,576.00 shares. In addition, there have been 4 sales at an average price of $40.87 for 158,695.00 shares. Based on historical transaction data and SCHD's current price of $27.02, CAROLINAS WEALTH CONSULTING LLC's estimated gain on his SCHD holdings is $-11.08 Mil, reflecting a -28.50% gain to date.
CAROLINAS WEALTH CONSULTING LLC SCHD ($27.02) Holding Chart
CAROLINAS WEALTH CONSULTING 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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