OLYMPUS WEALTH MANAGEMENT, LLC SCHD Holdings History
OLYMPUS WEALTH MANAGEMENT, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, OLYMPUS WEALTH MANAGEMENT, LLC held 478,107.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $12.67 Mil. This investment constitutes 4.26% of their stock portfolio, and OLYMPUS WEALTH MANAGEMENT, LLC now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2021Q4. And since then OLYMPUS WEALTH MANAGEMENT, LLC has made 3 purchases of SCHD, at an average price of $50.13, for a total of 1.37 Mil shares. In addition, there have been 4 sales at an average price of $38.72 for 889,297.00 shares. Based on historical transaction data and SCHD's current price of $27.02, OLYMPUS WEALTH MANAGEMENT, LLC's estimated gain on his SCHD holdings is $-21.20 Mil, reflecting a -30.93% gain to date.
OLYMPUS WEALTH MANAGEMENT, LLC SCHD ($27.02) Holding Chart
OLYMPUS WEALTH MANAGEMENT, 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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