SARD WEALTH MANAGEMENT GROUP, LLC SCHD Holdings History
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 $27.33, SARD WEALTH MANAGEMENT GROUP, LLC's estimated gain on his SCHD holdings is $-6.76 Mil, reflecting a -36.27% gain to date.
SARD WEALTH MANAGEMENT GROUP, LLC SCHD ($27.33) Holding Chart
SARD WEALTH MANAGEMENT GROUP, LLC SCHD ($27.33) 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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