GERBER, LLC SCHD Holdings History
Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-162,330.18
% of Total Estimate Gain
-39.15%
GERBER, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, GERBER, LLC held - shares of Schwab US Dividend Equity ETF(SCHD), totaling N/A. This investment constitutes 0% of their stock portfolio, and GERBER, LLC now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2023Q4. And since then GERBER, LLC has made 2 purchases of SCHD, at an average price of $45.82, for a total of 9,048.00 shares. In addition, there have been 1 sales at an average price of $27.88 for 9,048.00 shares. Based on historical transaction data and SCHD's current price of $27.24, GERBER, LLC's estimated gain on his SCHD holdings is $-162,330.18, reflecting a -39.15% gain to date.
GERBER, LLC SCHD ($27.24) Holding Chart
GERBER, 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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