Duncan Williams Asset Management, LLC SCHD Holdings History
Duncan Williams Asset Management, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Duncan Williams Asset Management, LLC held 1.04 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $29.21 Mil. This investment constitutes 10.55% of their stock portfolio, and Duncan Williams Asset Management, LLC now holds 0.04% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2024Q1. And since then Duncan Williams Asset Management, LLC has made 4 purchases of SCHD, at an average price of $42.06, for a total of 1.04 Mil shares. Based on historical transaction data and SCHD's current price of $27.02, Duncan Williams Asset Management, LLC's estimated gain on his SCHD holdings is $-15.71 Mil, reflecting a -35.76% gain to date.
Duncan Williams Asset Management, LLC SCHD ($27.02) Holding Chart
Duncan Williams Asset Management, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
