FSC Wealth Advisors, LLC SCHD Holdings History
FSC Wealth Advisors, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, FSC Wealth Advisors, LLC held 165,794.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $4.64 Mil. This investment constitutes 3.04% of their stock portfolio, and FSC Wealth Advisors, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2021Q4. And since then FSC Wealth Advisors, LLC has made 7 purchases of SCHD, at an average price of $49.29, for a total of 195,821.00 shares. In addition, there have been 3 sales at an average price of $73.52 for 30,027.00 shares. Based on historical transaction data and SCHD's current price of $27.24, FSC Wealth Advisors, LLC's estimated gain on his SCHD holdings is $-2.93 Mil, reflecting a -30.33% gain to date.
FSC Wealth Advisors, LLC SCHD ($27.24) Holding Chart
FSC Wealth Advisors, LLC SCHD ($27.24) 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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