Principle Wealth Partners LLC SCHD Holdings History
Principle Wealth Partners LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Principle Wealth Partners LLC held 947,851.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $26.50 Mil. This investment constitutes 1.89% of their stock portfolio, and Principle Wealth Partners LLC now holds 0.04% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2018Q4. And since then Principle Wealth Partners LLC has made 19 purchases of SCHD, at an average price of $41.23, for a total of 1.78 Mil shares. In addition, there have been 6 sales at an average price of $29.17 for 832,791.00 shares. Based on historical transaction data and SCHD's current price of $26.39, Principle Wealth Partners LLC's estimated gain on his SCHD holdings is $-24.11 Mil, reflecting a -32.84% gain to date.
Principle Wealth Partners LLC SCHD ($26.39) Holding Chart
Principle Wealth Partners LLC SCHD ($26.39) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
