Arnold Van Den Berg SCHD Holdings History

Number of Shares
1,923.00
Current Holdings Value*
$53,770.00
% of Portfolio
0.02%
Total Estimate Gain
$-27,432.75
% of Total Estimate Gain
-34.55%

Arnold Van Den Berg's Schwab US Dividend Equity ETF Holding Summary

As of 2025-03-31, Van Den Berg Management I, Inc held 1,923.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $53,770.00. This investment constitutes 0.02% of their stock portfolio, and Van Den Berg Management I, Inc now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.

The initial trade took place in 2023Q4. And since then Arnold Van Den Berg has made 3 purchases of SCHD, at an average price of $41.29, for a total of 1,923.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Arnold Van Den Berg's estimated gain on his SCHD holdings is $-27,432.75, reflecting a -34.55% gain to date.

Arnold Van Den Berg SCHD ($27.02) Holding Chart

Arnold Van Den Berg 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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