KerberRose Wealth Management, LLC SCHD Holdings History
Number of Shares
230,786.00
Current Holdings Value*
$16.53 Mil
% of Portfolio
13.46%
Total Estimate Gain
$-11.19 Mil
% of Total Estimate Gain
-64.04%
KerberRose Wealth Management, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2022-06-30, KerberRose Wealth Management, LLC held 230,786.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $16.53 Mil. This investment constitutes 13.46% of their stock portfolio, and KerberRose Wealth Management, LLC now holds 0.05% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q2. Based on historical transaction data and SCHD's current price of $27.22, KerberRose Wealth Management, LLC's estimated gain on his SCHD holdings is $-11.19 Mil, reflecting a -64.04% gain to date.
KerberRose Wealth Management, LLC SCHD ($27.22) Holding Chart
KerberRose Wealth Management, LLC SCHD ($27.22) 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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