ACCESS FINANCIAL SERVICES, INC. SCHD Holdings History
ACCESS FINANCIAL SERVICES, INC.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, ACCESS FINANCIAL SERVICES, INC. held 21,677.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $606,100.00. This investment constitutes 0.24% of their stock portfolio, and ACCESS FINANCIAL SERVICES, INC. now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2021Q1. And since then ACCESS FINANCIAL SERVICES, INC. has made 6 purchases of SCHD, at an average price of $45.32, for a total of 183,231.00 shares. In addition, there have been 11 sales at an average price of $34.60 for 161,554.00 shares. Based on historical transaction data and SCHD's current price of $26.39, ACCESS FINANCIAL SERVICES, INC.'s estimated gain on his SCHD holdings is $-2.14 Mil, reflecting a -25.80% gain to date.
ACCESS FINANCIAL SERVICES, INC. SCHD ($26.39) Holding Chart
ACCESS FINANCIAL SERVICES, INC. SCHD ($26.39) 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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