Onyx Bridge Wealth Group LLC SCHD Holdings History
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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