Onyx Bridge Wealth Group LLC SCHD Holdings History
Onyx Bridge Wealth Group LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Onyx Bridge Wealth Group LLC held 515,570.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $14.42 Mil. This investment constitutes 2.07% of their stock portfolio, and Onyx Bridge Wealth Group LLC now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2023Q2. And since then Onyx Bridge Wealth Group LLC has made 8 purchases of SCHD, at an average price of $38.90, for a total of 515,570.00 shares. Based on historical transaction data and SCHD's current price of $27.38, Onyx Bridge Wealth Group LLC's estimated gain on his SCHD holdings is $-5.94 Mil, reflecting a -29.61% gain to date.
Onyx Bridge Wealth Group LLC SCHD ($27.38) Holding Chart
Onyx Bridge Wealth Group 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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