Number of Shares
1,235.00
Current Holdings Value*
$30,000.00
% of Portfolio
0.02%
Total Estimate Gain
$-4.68 Mil
% of Total Estimate Gain
-25.54%

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 $27.51, Householder Group Estate & Retirement Specialist, LLC's estimated gain on his SCHD holdings is $-4.68 Mil, reflecting a -25.54% gain to date.

Householder Group Estate & Retirement Specialist, LLC SCHD ($27.51) Holding Chart

Householder Group Estate & Retirement Specialist, LLC SCHD ($27.51) 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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