Northwest Quadrant Wealth Management, LLC SCHD Holdings History
Northwest Quadrant Wealth Management, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Northwest Quadrant Wealth Management, LLC held 1.50 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $41.88 Mil. This investment constitutes 9.83% of their stock portfolio, and Northwest Quadrant Wealth Management, LLC now holds 0.06% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2023Q3. And since then Northwest Quadrant Wealth Management, LLC has made 7 purchases of SCHD, at an average price of $39.90, for a total of 1.50 Mil shares. Based on historical transaction data and SCHD's current price of $27.24, Northwest Quadrant Wealth Management, LLC's estimated gain on his SCHD holdings is $-18.96 Mil, reflecting a -31.72% gain to date.
Northwest Quadrant Wealth Management, LLC SCHD ($27.24) Holding Chart
Northwest Quadrant Wealth Management, 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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