Strategic Wealth Management Group, LLC SCHD Holdings History
Strategic Wealth Management Group, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2021-06-30, Strategic Wealth Management Group, LLC held 801,436.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $60.60 Mil. This investment constitutes 22.15% of their stock portfolio, and Strategic Wealth Management Group, LLC now holds 0.18% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2018Q4. And since then Strategic Wealth Management Group, LLC has made 8 purchases of SCHD, at an average price of $52.21, for a total of 879,232.00 shares. In addition, there have been 2 sales at an average price of $63.12 for 77,796.00 shares. Based on historical transaction data and SCHD's current price of $27.11, Strategic Wealth Management Group, LLC's estimated gain on his SCHD holdings is $-19.27 Mil, reflecting a -41.98% gain to date.
Strategic Wealth Management Group, LLC SCHD ($27.11) Holding Chart
Strategic Wealth Management Group, LLC SCHD ($27.11) 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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