EisnerAmper Wealth Management Corporate Benefits, LLC SCHD Holdings History
EisnerAmper Wealth Management Corporate Benefits, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2023-12-31, EisnerAmper Wealth Management Corporate Benefits, held 116,195.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $8.85 Mil. This investment constitutes 3.29% of their stock portfolio, and EisnerAmper Wealth Management Corporate Benefits, now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2021Q4. And since then EisnerAmper Wealth Management Corporate Benefits, LLC has made 6 purchases of SCHD, at an average price of $73.52, for a total of 124,326.00 shares. In addition, there have been 2 sales at an average price of $72.83 for 8,131.00 shares. Based on historical transaction data and SCHD's current price of $27.33, EisnerAmper Wealth Management Corporate Benefits, LLC's estimated gain on his SCHD holdings is $-5.37 Mil, reflecting a -58.79% gain to date.
EisnerAmper Wealth Management Corporate Benefits, LLC SCHD ($27.33) Holding Chart
EisnerAmper Wealth Management Corporate Benefits, 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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