TrinityPoint Wealth, LLC SCHD Holdings History
TrinityPoint Wealth, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2024-12-31, TrinityPoint Wealth, LLC held 953,822.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $26.06 Mil. This investment constitutes 3.66% of their stock portfolio, and TrinityPoint Wealth, LLC now holds 0.04% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2020Q1. And since then TrinityPoint Wealth, LLC has made 20 purchases of SCHD, at an average price of $39.49, for a total of 953,822.00 shares. Based on historical transaction data and SCHD's current price of $27.08, TrinityPoint Wealth, LLC's estimated gain on his SCHD holdings is $-11.84 Mil, reflecting a -31.43% gain to date.
TrinityPoint Wealth, LLC SCHD ($27.08) Holding Chart
TrinityPoint Wealth, LLC SCHD ($27.08) 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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