High Net Worth Advisory Group LLC SCHD Holdings History
High Net Worth Advisory Group LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, High Net Worth Advisory Group LLC held 234,460.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $6.21 Mil. This investment constitutes 1.64% of their stock portfolio, and High Net Worth Advisory Group LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2021Q4. And since then High Net Worth Advisory Group LLC has made 9 purchases of SCHD, at an average price of $44.03, for a total of 235,555.00 shares. In addition, there have been 6 sales at an average price of $63.12 for 1,095.00 shares. Based on historical transaction data and SCHD's current price of $26.93, High Net Worth Advisory Group LLC's estimated gain on his SCHD holdings is $-3.99 Mil, reflecting a -38.46% gain to date.
High Net Worth Advisory Group LLC SCHD ($26.93) Holding Chart
High Net Worth Advisory Group LLC SCHD ($26.93) 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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