Marquette Asset Management, LLC SCHD Holdings History
Marquette Asset Management, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Marquette Asset Management, LLC held 310,099.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $8.22 Mil. This investment constitutes 1.38% of their stock portfolio, and Marquette Asset Management, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2018Q1. And since then Marquette Asset Management, LLC has made 23 purchases of SCHD, at an average price of $41.80, for a total of 2.07 Mil shares. In addition, there have been 6 sales at an average price of $27.60 for 1.76 Mil shares. Based on historical transaction data and SCHD's current price of $27.32, Marquette Asset Management, LLC's estimated gain on his SCHD holdings is $-29.51 Mil, reflecting a -34.06% gain to date.
Marquette Asset Management, LLC SCHD ($27.32) Holding Chart
Marquette Asset Management, LLC 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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