Northwest Capital Management Inc SCHD Holdings History
Northwest Capital Management Inc's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Northwest Capital Management Inc held 317,087.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $8.87 Mil. This investment constitutes 3.64% of their stock portfolio, and Northwest Capital Management Inc now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2018Q4. And since then Northwest Capital Management Inc has made 6 purchases of SCHD, at an average price of $32.89, for a total of 322,461.00 shares. In addition, there have been 11 sales at an average price of $63.91 for 5,374.00 shares. Based on historical transaction data and SCHD's current price of $26.95, Northwest Capital Management Inc's estimated gain on his SCHD holdings is $-1.72 Mil, reflecting a -16.19% gain to date.
Northwest Capital Management Inc SCHD ($26.95) Holding Chart
Northwest Capital Management Inc SCHD ($26.95) 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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