AllGen Financial Advisors, Inc. SCHD Holdings History
AllGen Financial Advisors, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, AllGen Financial Advisors, Inc. held 466,663.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $13.05 Mil. This investment constitutes 3.86% of their stock portfolio, and AllGen Financial Advisors, Inc. now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q4. And since then AllGen Financial Advisors, Inc. has made 4 purchases of SCHD, at an average price of $56.38, for a total of 513,110.00 shares. In addition, there have been 6 sales at an average price of $52.34 for 46,447.00 shares. Based on historical transaction data and SCHD's current price of $27.28, AllGen Financial Advisors, Inc.'s estimated gain on his SCHD holdings is $-13.77 Mil, reflecting a -47.59% gain to date.
AllGen Financial Advisors, Inc. SCHD ($27.28) Holding Chart
AllGen Financial Advisors, Inc. SCHD ($27.28) 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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