Sound View Wealth Advisors Group, LLC SCHD Holdings History
Sound View Wealth Advisors Group, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Sound View Wealth Advisors Group, LLC held 547,465.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $15.31 Mil. This investment constitutes 1.26% of their stock portfolio, and Sound View Wealth Advisors Group, LLC now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2019Q2. And since then Sound View Wealth Advisors Group, LLC has made 16 purchases of SCHD, at an average price of $42.80, for a total of 716,235.00 shares. In addition, there have been 7 sales at an average price of $51.58 for 168,770.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Sound View Wealth Advisors Group, LLC's estimated gain on his SCHD holdings is $-7.16 Mil, reflecting a -23.34% gain to date.
Sound View Wealth Advisors Group, LLC SCHD ($27.02) Holding Chart
Sound View Wealth Advisors Group, LLC SCHD ($27.02) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
