FLAGSHIP WEALTH ADVISORS, LLC SCHD Holdings History
FLAGSHIP WEALTH ADVISORS, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, FLAGSHIP WEALTH ADVISORS, LLC held 388,743.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $10.87 Mil. This investment constitutes 4.58% of their stock portfolio, and FLAGSHIP WEALTH ADVISORS, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2024Q4. And since then FLAGSHIP WEALTH ADVISORS, LLC has made 1 purchases of SCHD, at an average price of $28.19, for a total of 388,743.00 shares. Based on historical transaction data and SCHD's current price of $27.02, FLAGSHIP WEALTH ADVISORS, LLC's estimated gain on his SCHD holdings is $-456,190.18, reflecting a -4.16% gain to date.
FLAGSHIP WEALTH ADVISORS, LLC SCHD ($27.02) Holding Chart
FLAGSHIP WEALTH ADVISORS, 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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