Dakota Wealth Management SCHD Holdings History
Dakota Wealth Management's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Dakota Wealth Management held 772,812.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $21.61 Mil. This investment constitutes 0.51% of their stock portfolio, and Dakota Wealth Management now holds 0.03% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q1. And since then Dakota Wealth Management has made 9 purchases of SCHD, at an average price of $43.89, for a total of 840,784.00 shares. In addition, there have been 4 sales at an average price of $31.63 for 67,972.00 shares. Based on historical transaction data and SCHD's current price of $26.87, Dakota Wealth Management's estimated gain on his SCHD holdings is $-13.99 Mil, reflecting a -37.91% gain to date.
Dakota Wealth Management SCHD ($26.87) Holding Chart
Dakota Wealth Management SCHD ($26.87) 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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