KILEY JUERGENS WEALTH MANAGEMENT, LLC SCHD Holdings History
KILEY JUERGENS WEALTH MANAGEMENT, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, KILEY JUERGENS WEALTH MANAGEMENT, LLC held 539,060.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $15.07 Mil. This investment constitutes 4.01% of their stock portfolio, and KILEY JUERGENS WEALTH MANAGEMENT, LLC now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2018Q2. And since then KILEY JUERGENS WEALTH MANAGEMENT, LLC has made 25 purchases of SCHD, at an average price of $43.13, for a total of 584,082.00 shares. In addition, there have been 2 sales at an average price of $74.72 for 45,022.00 shares. Based on historical transaction data and SCHD's current price of $27.31, KILEY JUERGENS WEALTH MANAGEMENT, LLC's estimated gain on his SCHD holdings is $-7.11 Mil, reflecting a -28.21% gain to date.
KILEY JUERGENS WEALTH MANAGEMENT, LLC SCHD ($27.31) Holding Chart
KILEY JUERGENS WEALTH MANAGEMENT, LLC SCHD ($27.31) 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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