Tradition Wealth Management, LLC SCHD Holdings History
Tradition Wealth Management, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Tradition Wealth Management, LLC held 779,311.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $21.79 Mil. This investment constitutes 1.92% of their stock portfolio, and Tradition Wealth Management, LLC now holds 0.03% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2020Q4. And since then Tradition Wealth Management, LLC has made 13 purchases of SCHD, at an average price of $44.07, for a total of 961,264.00 shares. In addition, there have been 4 sales at an average price of $74.21 for 181,953.00 shares. Based on historical transaction data and SCHD's current price of $27.28, Tradition Wealth Management, LLC's estimated gain on his SCHD holdings is $-7.60 Mil, reflecting a -17.93% gain to date.
Tradition Wealth Management, LLC SCHD ($27.28) Holding Chart
Tradition Wealth Management, LLC SCHD ($27.28) 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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