LexAurum Advisors, LLC SCHD Holdings History
LexAurum Advisors, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, LexAurum Advisors, LLC held - shares of Schwab US Dividend Equity ETF(SCHD), totaling N/A. This investment constitutes 0% of their stock portfolio, and LexAurum Advisors, LLC now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2021Q3. And since then LexAurum Advisors, LLC has made 13 purchases of SCHD, at an average price of $42.39, for a total of 242,734.00 shares. In addition, there have been 2 sales at an average price of $26.80 for 242,734.00 shares. Based on historical transaction data and SCHD's current price of $27.24, LexAurum Advisors, LLC's estimated gain on his SCHD holdings is $-3.78 Mil, reflecting a -36.78% gain to date.
LexAurum Advisors, LLC SCHD ($27.24) Holding Chart
LexAurum Advisors, LLC SCHD ($27.24) 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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