Paradigm, Strategies In Wealth Management, LLC SCHD Holdings History
Paradigm, Strategies in Wealth Management, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Paradigm, Strategies in Wealth Management, LLC held 702,288.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $19.64 Mil. This investment constitutes 13.24% of their stock portfolio, and Paradigm, Strategies in Wealth Management, LLC now holds 0.03% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2021Q1. And since then Paradigm, Strategies in Wealth Management, LLC has made 13 purchases of SCHD, at an average price of $41.73, for a total of 733,631.00 shares. In addition, there have been 3 sales at an average price of $29.86 for 31,343.00 shares. Based on historical transaction data and SCHD's current price of $27.35, Paradigm, Strategies in Wealth Management, LLC's estimated gain on his SCHD holdings is $-10.47 Mil, reflecting a -34.21% gain to date.
Paradigm, Strategies in Wealth Management, LLC SCHD ($27.35) Holding Chart
Paradigm, Strategies in Wealth Management, LLC SCHD ($27.35) 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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