LongView Wealth Management SCHD Holdings History
LongView Wealth Management's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, LongView Wealth Management held 819,827.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $21.73 Mil. This investment constitutes 6.58% of their stock portfolio, and LongView Wealth Management now holds 0.03% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2023Q4. And since then LongView Wealth Management has made 6 purchases of SCHD, at an average price of $40.31, for a total of 819,827.00 shares. Based on historical transaction data and SCHD's current price of $27.14, LongView Wealth Management's estimated gain on his SCHD holdings is $-10.80 Mil, reflecting a -32.68% gain to date.
LongView Wealth Management SCHD ($27.14) Holding Chart
LongView Wealth Management SCHD ($27.14) 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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