MinichMacGregor Wealth Management, LLC SCHD Holdings History
MinichMacGregor Wealth Management, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, MinichMacGregor Wealth Management, LLC held - shares of Schwab US Dividend Equity ETF(SCHD), totaling N/A. This investment constitutes 0% of their stock portfolio, and MinichMacGregor Wealth Management, LLC now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2018Q2. And since then MinichMacGregor Wealth Management, LLC has made 6 purchases of SCHD, at an average price of $28.54, for a total of 596,512.00 shares. In addition, there have been 4 sales at an average price of $26.83 for 596,512.00 shares. Based on historical transaction data and SCHD's current price of $27.36, MinichMacGregor Wealth Management, LLC's estimated gain on his SCHD holdings is $-1.02 Mil, reflecting a -6.00% gain to date.
MinichMacGregor Wealth Management, LLC SCHD ($27.36) Holding Chart
MinichMacGregor Wealth Management, LLC SCHD ($27.36) 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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