Global Wealth Management, LLC SCHD Holdings History
Global Wealth Management, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Global Wealth Management, LLC held 710,673.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $19.41 Mil. This investment constitutes 10.64% of their stock portfolio, and Global Wealth Management, LLC now holds 0.03% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2024Q3. And since then Global Wealth Management, LLC has made 2 purchases of SCHD, at an average price of $27.21, for a total of 714,129.00 shares. In addition, there have been 1 sales at an average price of $28.43 for 3,456.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Global Wealth Management, LLC's estimated gain on his SCHD holdings is $-129,426.18, reflecting a -0.67% gain to date.
Global Wealth Management, LLC SCHD ($27.02) Holding Chart
Global Wealth Management, LLC SCHD ($27.02) 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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