Next Level Wealth Planning, LLC SCHD Holdings History
Next Level Wealth Planning, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Next Level Wealth Planning, LLC held 348,439.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $9.74 Mil. This investment constitutes 7.38% of their stock portfolio, and Next Level Wealth Planning, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2024Q4. And since then Next Level Wealth Planning, LLC has made 1 purchases of SCHD, at an average price of $28.40, for a total of 348,439.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Next Level Wealth Planning, LLC's estimated gain on his SCHD holdings is $-479,623.59, reflecting a -4.85% gain to date.
Next Level Wealth Planning, LLC SCHD ($27.02) Holding Chart
Next Level Wealth Planning, 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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