SILVIA MCCOLL WEALTH MANAGEMENT, LLC SCHD Holdings History
SILVIA MCCOLL WEALTH MANAGEMENT, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, SILVIA MCCOLL WEALTH MANAGEMENT, LLC held 143,287.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $3.80 Mil. This investment constitutes 2.76% of their stock portfolio, and SILVIA MCCOLL WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q4. And since then SILVIA MCCOLL WEALTH MANAGEMENT, LLC has made 7 purchases of SCHD, at an average price of $43.56, for a total of 704,541.00 shares. In addition, there have been 3 sales at an average price of $26.64 for 561,254.00 shares. Based on historical transaction data and SCHD's current price of $27.36, SILVIA MCCOLL WEALTH MANAGEMENT, LLC's estimated gain on his SCHD holdings is $-11.82 Mil, reflecting a -38.51% gain to date.
SILVIA MCCOLL WEALTH MANAGEMENT, LLC SCHD ($27.36) Holding Chart
SILVIA MCCOLL WEALTH MANAGEMENT, LLC SCHD ($27.36) 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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