BARNES PETTEY FINANCIAL ADVISORS, LLC SCHD Holdings History
BARNES PETTEY FINANCIAL ADVISORS, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, BARNES PETTEY FINANCIAL ADVISORS, LLC held 212,009.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $5.93 Mil. This investment constitutes 4.61% of their stock portfolio, and BARNES PETTEY FINANCIAL ADVISORS, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q3. And since then BARNES PETTEY FINANCIAL ADVISORS, LLC has made 9 purchases of SCHD, at an average price of $41.29, for a total of 215,092.00 shares. In addition, there have been 3 sales at an average price of $72.87 for 3,083.00 shares. Based on historical transaction data and SCHD's current price of $27.38, BARNES PETTEY FINANCIAL ADVISORS, LLC's estimated gain on his SCHD holdings is $-2.85 Mil, reflecting a -32.11% gain to date.
BARNES PETTEY FINANCIAL ADVISORS, LLC SCHD ($27.38) Holding Chart
BARNES PETTEY FINANCIAL ADVISORS, LLC SCHD ($27.38) 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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