PACES FERRY WEALTH ADVISORS, LLC SCHD Holdings History
PACES FERRY WEALTH ADVISORS, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, PACES FERRY WEALTH ADVISORS, LLC held 448,888.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $12.55 Mil. This investment constitutes 6.25% of their stock portfolio, and PACES FERRY WEALTH ADVISORS, LLC now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2020Q3. And since then PACES FERRY WEALTH ADVISORS, LLC has made 8 purchases of SCHD, at an average price of $39.69, for a total of 450,103.00 shares. In addition, there have been 2 sales at an average price of $73.55 for 1,215.00 shares. Based on historical transaction data and SCHD's current price of $27.06, PACES FERRY WEALTH ADVISORS, LLC's estimated gain on his SCHD holdings is $-5.63 Mil, reflecting a -31.51% gain to date.
PACES FERRY WEALTH ADVISORS, LLC SCHD ($27.06) Holding Chart
PACES FERRY WEALTH ADVISORS, LLC SCHD ($27.06) 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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