REGIMEN WEALTH, LLC SCHD Holdings History
REGIMEN WEALTH, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, REGIMEN WEALTH, LLC held 1.09 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $30.38 Mil. This investment constitutes 9.76% of their stock portfolio, and REGIMEN WEALTH, LLC now holds 0.04% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q4. And since then REGIMEN WEALTH, LLC has made 7 purchases of SCHD, at an average price of $42.11, for a total of 1.13 Mil shares. In addition, there have been 2 sales at an average price of $30.14 for 42,627.00 shares. Based on historical transaction data and SCHD's current price of $26.93, REGIMEN WEALTH, LLC's estimated gain on his SCHD holdings is $-17.00 Mil, reflecting a -35.77% gain to date.
REGIMEN WEALTH, LLC SCHD ($26.93) Holding Chart
REGIMEN WEALTH, LLC SCHD ($26.93) 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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