PYA Waltman Capital, LLC SCHD Holdings History
PYA Waltman Capital, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, PYA Waltman Capital, LLC held - shares of Schwab US Dividend Equity ETF(SCHD), totaling N/A. This investment constitutes 0% of their stock portfolio, and PYA Waltman Capital, LLC now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2024Q4. And since then PYA Waltman Capital, LLC has made 1 purchases of SCHD, at an average price of $28.43, for a total of 16,000.00 shares. In addition, there have been 1 sales at an average price of $27.88 for 16,000.00 shares. Based on historical transaction data and SCHD's current price of $27.05, PYA Waltman Capital, LLC's estimated gain on his SCHD holdings is $-8,800.00, reflecting a -1.93% gain to date.
PYA Waltman Capital, LLC SCHD ($27.05) Holding Chart
PYA Waltman Capital, LLC SCHD ($27.05) 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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