Number of Shares
515,570.00
Current Holdings Value*
$14.42 Mil
% of Portfolio
2.07%
Total Estimate Gain
$-6.01 Mil
% of Total Estimate Gain
-29.97%

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 $27.24, Onyx Bridge Wealth Group LLC's estimated gain on his SCHD holdings is $-6.01 Mil, reflecting a -29.97% gain to date.

Onyx Bridge Wealth Group LLC SCHD ($27.24) Holding Chart

Onyx Bridge Wealth Group 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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