WFA Of San Diego, LLC SCHD Holdings History
WFA of San Diego, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2024-09-30, WFA of San Diego, LLC held 30,111.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $848,390.00. This investment constitutes 0.72% of their stock portfolio, and WFA of San Diego, LLC now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2020Q2. And since then WFA of San Diego, LLC has made 1 purchases of SCHD, at an average price of $39.48, for a total of 42,121.00 shares. In addition, there have been 14 sales at an average price of $71.88 for 12,010.00 shares. Based on historical transaction data and SCHD's current price of $27.02, WFA of San Diego, LLC's estimated gain on his SCHD holdings is $13,936.62, reflecting a 0.84% gain to date.
WFA of San Diego, LLC SCHD ($27.02) Holding Chart
WFA of San Diego, LLC SCHD ($27.02) 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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