Wealth Management Solutions, LLC SCHD Holdings History
Wealth Management Solutions, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2023-09-30, Wealth Management Solutions, LLC held 413,874.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $29.29 Mil. This investment constitutes 20.08% of their stock portfolio, and Wealth Management Solutions, LLC now holds 0.06% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q1. And since then Wealth Management Solutions, LLC has made 5 purchases of SCHD, at an average price of $75.24, for a total of 452,105.00 shares. In addition, there have been 2 sales at an average price of $71.57 for 38,231.00 shares. Based on historical transaction data and SCHD's current price of $26.87, Wealth Management Solutions, LLC's estimated gain on his SCHD holdings is $-20.16 Mil, reflecting a -59.26% gain to date.
Wealth Management Solutions, LLC SCHD ($26.87) Holding Chart
Wealth Management Solutions, LLC SCHD ($26.87) 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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