LEVEL FOUR FINANCIAL, LLC SCHD Holdings History
LEVEL FOUR FINANCIAL, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2021-09-30, LEVEL FOUR FINANCIAL, LLC held 81,522.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $6.05 Mil. This investment constitutes 2.64% of their stock portfolio, and LEVEL FOUR FINANCIAL, LLC now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2020Q4. And since then LEVEL FOUR FINANCIAL, LLC has made 3 purchases of SCHD, at an average price of $61.47, for a total of 81,522.00 shares. Based on historical transaction data and SCHD's current price of $27.02, LEVEL FOUR FINANCIAL, LLC's estimated gain on his SCHD holdings is $-2.81 Mil, reflecting a -56.04% gain to date.
LEVEL FOUR FINANCIAL, LLC SCHD ($27.02) Holding Chart
LEVEL FOUR FINANCIAL, LLC SCHD ($27.02) 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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