Latko Wealth Management, Ltd. SCHD Holdings History
Latko Wealth Management, Ltd.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Latko Wealth Management, Ltd. held 465,015.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $13.00 Mil. This investment constitutes 8.43% of their stock portfolio, and Latko Wealth Management, Ltd. now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2024Q3. And since then Latko Wealth Management, Ltd. has made 1 purchases of SCHD, at an average price of $27.28, for a total of 484,279.00 shares. In addition, there have been 1 sales at an average price of $27.88 for 19,264.00 shares. Based on historical transaction data and SCHD's current price of $27.32, Latko Wealth Management, Ltd.'s estimated gain on his SCHD holdings is $25,923.13, reflecting a 0.20% gain to date.
Latko Wealth Management, Ltd. SCHD ($27.32) Holding Chart
Latko Wealth Management, Ltd. SCHD ($27.32) 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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