Summit Financial Wealth Advisors, LLC SCHD Holdings History
Summit Financial Wealth Advisors, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Summit Financial Wealth Advisors, LLC held 1.87 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $52.25 Mil. This investment constitutes 10.37% of their stock portfolio, and Summit Financial Wealth Advisors, LLC now holds 0.07% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2015Q1. And since then Summit Financial Wealth Advisors, LLC has made 21 purchases of SCHD, at an average price of $41.00, for a total of 1.93 Mil shares. In addition, there have been 7 sales at an average price of $50.01 for 59,398.00 shares. Based on historical transaction data and SCHD's current price of $27.33, Summit Financial Wealth Advisors, LLC's estimated gain on his SCHD holdings is $-25.01 Mil, reflecting a -31.64% gain to date.
Summit Financial Wealth Advisors, LLC SCHD ($27.33) Holding Chart
Summit Financial Wealth Advisors, 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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