WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC SCHD Holdings History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC held 413,685.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $11.57 Mil. This investment constitutes 4.11% of their stock portfolio, and WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2020Q1. And since then WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC has made 16 purchases of SCHD, at an average price of $46.41, for a total of 486,221.00 shares. In addition, there have been 5 sales at an average price of $72.66 for 72,536.00 shares. Based on historical transaction data and SCHD's current price of $27.35, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's estimated gain on his SCHD holdings is $-5.98 Mil, reflecting a -26.51% gain to date.
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC SCHD ($27.35) Holding Chart
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC SCHD ($27.35) 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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