HRC WEALTH MANAGEMENT, LLC SCHD Holdings History
HRC WEALTH MANAGEMENT, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, HRC WEALTH MANAGEMENT, LLC held 246,575.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $6.89 Mil. This investment constitutes 4.28% of their stock portfolio, and HRC WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2023Q4. And since then HRC WEALTH MANAGEMENT, LLC has made 4 purchases of SCHD, at an average price of $41.95, for a total of 257,981.00 shares. In addition, there have been 1 sales at an average price of $27.88 for 11,406.00 shares. Based on historical transaction data and SCHD's current price of $27.33, HRC WEALTH MANAGEMENT, LLC's estimated gain on his SCHD holdings is $-3.76 Mil, reflecting a -34.79% gain to date.
HRC WEALTH MANAGEMENT, LLC SCHD ($27.33) Holding Chart
HRC WEALTH MANAGEMENT, LLC SCHD ($27.33) 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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