Olistico Wealth, LLC SCHD Holdings History
Olistico Wealth, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Olistico Wealth, LLC held 78,996.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $2.09 Mil. This investment constitutes 1.16% of their stock portfolio, and Olistico Wealth, LLC now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2024Q2. And since then Olistico Wealth, LLC has made 5 purchases of SCHD, at an average price of $26.82, for a total of 78,996.00 shares. Based on historical transaction data and SCHD's current price of $27.38, Olistico Wealth, LLC's estimated gain on his SCHD holdings is $43,953.02, reflecting a 2.07% gain to date.
Olistico Wealth, LLC SCHD ($27.38) Holding Chart
Olistico Wealth, LLC SCHD ($27.38) 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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