Scissortail Wealth Management, LLC SCHD Holdings History
Scissortail Wealth Management, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Scissortail Wealth Management, LLC held - shares of Schwab US Dividend Equity ETF(SCHD), totaling N/A. This investment constitutes 0% of their stock portfolio, and Scissortail Wealth Management, LLC now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q3. And since then Scissortail Wealth Management, LLC has made 4 purchases of SCHD, at an average price of $47.05, for a total of 277,002.00 shares. In addition, there have been 3 sales at an average price of $34.48 for 277,002.00 shares. Based on historical transaction data and SCHD's current price of $27.31, Scissortail Wealth Management, LLC's estimated gain on his SCHD holdings is $-3.48 Mil, reflecting a -26.72% gain to date.
Scissortail Wealth Management, LLC SCHD ($27.31) Holding Chart
Scissortail Wealth Management, LLC SCHD ($27.31) 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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