MEMBERS WEALTH LLC SCHD Holdings History
MEMBERS WEALTH LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, MEMBERS WEALTH LLC held 136,376.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $3.81 Mil. This investment constitutes 2.88% of their stock portfolio, and MEMBERS WEALTH LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2024Q2. And since then MEMBERS WEALTH LLC has made 1 purchases of SCHD, at an average price of $26.07, for a total of 410,880.00 shares. Based on historical transaction data and SCHD's current price of $27.24, MEMBERS WEALTH LLC's estimated gain on his SCHD holdings is $808,745.21, reflecting a 7.55% gain to date.
MEMBERS WEALTH LLC SCHD ($27.24) Holding Chart
MEMBERS WEALTH 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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