WFA Asset Management Corp SCHD Holdings History
WFA Asset Management Corp's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, WFA Asset Management Corp held 417,238.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $33.64 Mil. This investment constitutes 17.59% of their stock portfolio, and WFA Asset Management Corp now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2021Q4. And since then WFA Asset Management Corp has made 9 purchases of SCHD, at an average price of $48.62, for a total of 1.05 Mil shares. In addition, there have been 4 sales at an average price of $34.60 for 628,010.00 shares. Based on historical transaction data and SCHD's current price of $27.35, WFA Asset Management Corp's estimated gain on his SCHD holdings is $-17.67 Mil, reflecting a -34.78% gain to date.
WFA Asset Management Corp SCHD ($27.35) Holding Chart
WFA Asset Management Corp 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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