USAdvisors Wealth Management, LLC SCHD Holdings History
USAdvisors Wealth Management, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, USAdvisors Wealth Management, LLC held 240,725.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $6.38 Mil. This investment constitutes 2.37% of their stock portfolio, and USAdvisors Wealth Management, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2018Q3. And since then USAdvisors Wealth Management, LLC has made 17 purchases of SCHD, at an average price of $47.88, for a total of 525,624.00 shares. In addition, there have been 11 sales at an average price of $62.32 for 284,899.00 shares. Based on historical transaction data and SCHD's current price of $27.28, USAdvisors Wealth Management, LLC's estimated gain on his SCHD holdings is $-846,755.51, reflecting a -3.36% gain to date.
USAdvisors Wealth Management, LLC SCHD ($27.28) Holding Chart
USAdvisors 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
