Kellett Wealth Advisors, LLC SCHD Holdings History
Kellett Wealth Advisors, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Kellett Wealth Advisors, LLC held 182,228.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $5.10 Mil. This investment constitutes 3.53% of their stock portfolio, and Kellett Wealth Advisors, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2021Q4. And since then Kellett Wealth Advisors, LLC has made 7 purchases of SCHD, at an average price of $66.25, for a total of 584,528.00 shares. In addition, there have been 6 sales at an average price of $71.52 for 402,300.00 shares. Based on historical transaction data and SCHD's current price of $27.38, Kellett Wealth Advisors, LLC's estimated gain on his SCHD holdings is $-4.96 Mil, reflecting a -12.82% gain to date.
Kellett Wealth Advisors, LLC SCHD ($27.38) Holding Chart
Kellett Wealth Advisors, LLC SCHD ($27.38) 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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