Gray Wealth Management Inc. SCHD Holdings History
Gray Wealth Management Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2024-12-31, Gray Wealth Management Inc. held 17,741.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $484,690.00. This investment constitutes 0.18% of their stock portfolio, and Gray Wealth Management Inc. now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q4. And since then Gray Wealth Management Inc. has made 4 purchases of SCHD, at an average price of $46.12, for a total of 35,494.00 shares. In addition, there have been 5 sales at an average price of $37.96 for 17,753.00 shares. Based on historical transaction data and SCHD's current price of $27.28, Gray Wealth Management Inc.'s estimated gain on his SCHD holdings is $-479,213.55, reflecting a -29.27% gain to date.
Gray Wealth Management Inc. SCHD ($27.28) Holding Chart
Gray Wealth Management Inc. 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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