Gerber Kawasaki Wealth & Investment Management SCHD Holdings History
Gerber Kawasaki Wealth & Investment Management's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Gerber Kawasaki Wealth & Investment Management held 1.93 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $53.85 Mil. This investment constitutes 2.42% of their stock portfolio, and Gerber Kawasaki Wealth & Investment Management now holds 0.07% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2020Q1. And since then Gerber Kawasaki Wealth & Investment Management has made 15 purchases of SCHD, at an average price of $44.87, for a total of 2.49 Mil shares. In addition, there have been 6 sales at an average price of $60.76 for 563,038.00 shares. Based on historical transaction data and SCHD's current price of $27.28, Gerber Kawasaki Wealth & Investment Management's estimated gain on his SCHD holdings is $-24.94 Mil, reflecting a -22.33% gain to date.
Gerber Kawasaki Wealth & Investment Management SCHD ($27.28) Holding Chart
Gerber Kawasaki Wealth & Investment Management SCHD ($27.28) 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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