Future Financial Wealth Managment LLC SCHD Holdings History
Future Financial Wealth Managment LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Future Financial Wealth Managment LLC held 217,329.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $6.08 Mil. This investment constitutes 4.46% of their stock portfolio, and Future Financial Wealth Managment LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2020Q4. And since then Future Financial Wealth Managment LLC has made 14 purchases of SCHD, at an average price of $43.18, for a total of 225,663.00 shares. In addition, there have been 1 sales at an average price of $71.13 for 8,334.00 shares. Based on historical transaction data and SCHD's current price of $26.39, Future Financial Wealth Managment LLC's estimated gain on his SCHD holdings is $-3.42 Mil, reflecting a -35.05% gain to date.
Future Financial Wealth Managment LLC SCHD ($26.39) Holding Chart
Future Financial Wealth Managment LLC SCHD ($26.39) 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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