Householder Group Estate & Retirement Specialist, LLC SCHD Holdings History
Householder Group Estate & Retirement Specialist, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2024-12-31, Householder Group Estate & Retirement Specialist, LLC held 1,235.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $30,000.00. This investment constitutes 0.02% of their stock portfolio, and Householder Group Estate & Retirement Specialist, LLC now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q1. And since then Householder Group Estate & Retirement Specialist, LLC has made 9 purchases of SCHD, at an average price of $47.50, for a total of 385,935.00 shares. In addition, there have been 3 sales at an average price of $35.39 for 384,700.00 shares. Based on historical transaction data and SCHD's current price of $27.33, Householder Group Estate & Retirement Specialist, LLC's estimated gain on his SCHD holdings is $-4.68 Mil, reflecting a -25.55% gain to date.
Householder Group Estate & Retirement Specialist, LLC SCHD ($27.33) Holding Chart
Householder Group Estate & Retirement Specialist, 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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