JANICZEK WEALTH MANAGEMENT, LLC SCHD Holdings History
JANICZEK WEALTH MANAGEMENT, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2024-06-30, JANICZEK WEALTH MANAGEMENT, LLC held 251,447.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $19.70 Mil. This investment constitutes 4.13% of their stock portfolio, and JANICZEK WEALTH MANAGEMENT, LLC now holds -% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2019Q3. And since then JANICZEK WEALTH MANAGEMENT, LLC has made 9 purchases of SCHD, at an average price of $63.95, for a total of 713,304.00 shares. In addition, there have been 12 sales at an average price of $73.17 for 461,857.00 shares. Based on historical transaction data and SCHD's current price of $27.07, JANICZEK WEALTH MANAGEMENT, LLC's estimated gain on his SCHD holdings is $-5.02 Mil, reflecting a -11.00% gain to date.
JANICZEK WEALTH MANAGEMENT, LLC SCHD ($27.07) Holding Chart
JANICZEK WEALTH MANAGEMENT, LLC SCHD ($27.07) 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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