Intergy Private Wealth, LLC SCHD Holdings History
Intergy Private Wealth, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Intergy Private Wealth, LLC held 974,009.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $27.23 Mil. This investment constitutes 10.36% of their stock portfolio, and Intergy Private Wealth, LLC now holds 0.04% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2021Q4. And since then Intergy Private Wealth, LLC has made 12 purchases of SCHD, at an average price of $42.33, for a total of 977,429.00 shares. In addition, there have been 1 sales at an average price of $74.46 for 3,420.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Intergy Private Wealth, LLC's estimated gain on his SCHD holdings is $-14.80 Mil, reflecting a -35.78% gain to date.
Intergy Private Wealth, LLC SCHD ($27.02) Holding Chart
Intergy Private Wealth, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
