Johnson & White Wealth Management, LLC SCHD Holdings History
Johnson & White Wealth Management, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Johnson & White Wealth Management, LLC held 276,378.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $7.73 Mil. This investment constitutes 4.34% of their stock portfolio, and Johnson & White Wealth Management, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q4. And since then Johnson & White Wealth Management, LLC has made 5 purchases of SCHD, at an average price of $45.70, for a total of 445,812.00 shares. In addition, there have been 4 sales at an average price of $74.21 for 169,434.00 shares. Based on historical transaction data and SCHD's current price of $27.33, Johnson & White Wealth Management, LLC's estimated gain on his SCHD holdings is $-246,466.36, reflecting a -1.21% gain to date.
Johnson & White Wealth Management, LLC SCHD ($27.33) Holding Chart
Johnson & White Wealth Management, 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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