Charis Legacy Partners, LLC SCHD Holdings History
Charis Legacy Partners, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Charis Legacy Partners, LLC held 12,531.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $332,080.00. This investment constitutes 0.55% of their stock portfolio, and Charis Legacy Partners, LLC now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2025Q1. And since then Charis Legacy Partners, LLC has made 1 purchases of SCHD, at an average price of $27.88, for a total of 22,042.00 shares. In addition, there have been 1 sales at an average price of $26.14 for 9,511.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Charis Legacy Partners, LLC's estimated gain on his SCHD holdings is $-27,325.80, reflecting a -4.45% gain to date.
Charis Legacy Partners, LLC SCHD ($27.02) Holding Chart
Charis Legacy Partners, 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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