PALLADIEM, LLC SCHD Holdings History
PALLADIEM, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2023-09-30, PALLADIEM, LLC held 69,065.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $4.89 Mil. This investment constitutes 5.28% of their stock portfolio, and PALLADIEM, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2023Q2. And since then PALLADIEM, LLC has made 1 purchases of SCHD, at an average price of $71.70, for a total of 71,085.00 shares. In addition, there have been 1 sales at an average price of $73.61 for 2,020.00 shares. Based on historical transaction data and SCHD's current price of $27.08, PALLADIEM, LLC's estimated gain on his SCHD holdings is $-3.08 Mil, reflecting a -60.39% gain to date.
PALLADIEM, LLC SCHD ($27.08) Holding Chart
PALLADIEM, LLC SCHD ($27.08) 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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