MFA Wealth Advisors, LLC SCHD Holdings History
MFA Wealth Advisors, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, MFA Wealth Advisors, LLC held 1.27 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $33.67 Mil. This investment constitutes 7.9% of their stock portfolio, and MFA Wealth Advisors, LLC now holds 0.05% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2019Q1. And since then MFA Wealth Advisors, LLC has made 19 purchases of SCHD, at an average price of $33.14, for a total of 1.63 Mil shares. In addition, there have been 7 sales at an average price of $37.70 for 354,796.00 shares. Based on historical transaction data and SCHD's current price of $27.02, MFA Wealth Advisors, LLC's estimated gain on his SCHD holdings is $-6.17 Mil, reflecting a -11.44% gain to date.
MFA Wealth Advisors, LLC SCHD ($27.02) Holding Chart
MFA Wealth Advisors, 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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