GeoWealth Management, LLC SCHD Holdings History
GeoWealth Management, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, GeoWealth Management, LLC held 519,414.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $14.52 Mil. This investment constitutes 0.58% of their stock portfolio, and GeoWealth Management, LLC now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2019Q3. And since then GeoWealth Management, LLC has made 5 purchases of SCHD, at an average price of $52.21, for a total of 1.07 Mil shares. In addition, there have been 5 sales at an average price of $77.34 for 545,885.00 shares. Based on historical transaction data and SCHD's current price of $27.32, GeoWealth Management, LLC's estimated gain on his SCHD holdings is $790,540.06, reflecting a 1.42% gain to date.
GeoWealth Management, LLC SCHD ($27.32) Holding Chart
GeoWealth Management, LLC SCHD ($27.32) 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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