Number of Shares
430,270.00
Current Holdings Value*
$11.40 Mil
% of Portfolio
7.03%
Total Estimate Gain
$-6.68 Mil
% of Total Estimate Gain
-35.85%

SARD WEALTH MANAGEMENT GROUP, LLC's Schwab US Dividend Equity ETF Holding Summary

As of 2025-06-30, SARD WEALTH MANAGEMENT GROUP, LLC held 430,270.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $11.40 Mil. This investment constitutes 7.03% of their stock portfolio, and SARD WEALTH MANAGEMENT GROUP, LLC now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.

The initial trade took place in 2024Q1. And since then SARD WEALTH MANAGEMENT GROUP, LLC has made 5 purchases of SCHD, at an average price of $42.90, for a total of 434,197.00 shares. In addition, there have been 1 sales at an average price of $28.43 for 3,927.00 shares. Based on historical transaction data and SCHD's current price of $27.51, SARD WEALTH MANAGEMENT GROUP, LLC's estimated gain on his SCHD holdings is $-6.68 Mil, reflecting a -35.85% gain to date.

SARD WEALTH MANAGEMENT GROUP, LLC SCHD ($27.51) Holding Chart

SARD WEALTH MANAGEMENT GROUP, LLC SCHD ($27.51) 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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