Highwater Wealth Management, LLC SCHD Holdings History
Highwater Wealth Management, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2019-09-30, Highwater Wealth Management, LLC held 15,332.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $840,000.00. This investment constitutes 3.71% of their stock portfolio, and Highwater Wealth Management, LLC now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2018Q4. And since then Highwater Wealth Management, LLC has made 3 purchases of SCHD, at an average price of $51.47, for a total of 15,620.00 shares. In addition, there have been 1 sales at an average price of $52.77 for 288.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Highwater Wealth Management, LLC's estimated gain on his SCHD holdings is $-374,457.92, reflecting a -46.58% gain to date.
Highwater Wealth Management, LLC SCHD ($27.02) Holding Chart
Highwater 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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