Centricity Wealth Management, LLC SCHD Holdings History
Centricity Wealth Management, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Centricity Wealth Management, LLC held 29,805.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $833,350.00. This investment constitutes 0.76% of their stock portfolio, and Centricity Wealth Management, LLC now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $27.88 for 9,942.00 shares. Based on historical transaction data and SCHD's current price of $27.33, Centricity Wealth Management, LLC's estimated gain on his SCHD holdings is $-38,253.60, reflecting a -3.39% gain to date.
Centricity Wealth Management, LLC SCHD ($27.33) Holding Chart
Centricity Wealth Management, LLC SCHD ($27.33) 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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