Weitzel Financial Services, Inc. SCHD Holdings History
Weitzel Financial Services, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Weitzel Financial Services, Inc. held 594,173.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $15.88 Mil. This investment constitutes 7.57% of their stock portfolio, and Weitzel Financial Services, Inc. now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2023Q1. And since then Weitzel Financial Services, Inc. has made 8 purchases of SCHD, at an average price of $41.68, for a total of 600,291.00 shares. In addition, there have been 1 sales at an average price of $27.88 for 6,118.00 shares. Based on historical transaction data and SCHD's current price of $27.32, Weitzel Financial Services, Inc.'s estimated gain on his SCHD holdings is $-8.62 Mil, reflecting a -34.44% gain to date.
Weitzel Financial Services, Inc. SCHD ($27.32) Holding Chart
Weitzel Financial Services, Inc. SCHD ($27.32) 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
