BEACON FINANCIAL PLANNING, INC SCHD Holdings History
BEACON FINANCIAL PLANNING, INC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, BEACON FINANCIAL PLANNING, INC held 215,540.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $6.03 Mil. This investment constitutes 3.46% of their stock portfolio, and BEACON FINANCIAL PLANNING, INC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2023Q2. And since then BEACON FINANCIAL PLANNING, INC has made 8 purchases of SCHD, at an average price of $36.77, for a total of 215,540.00 shares. Based on historical transaction data and SCHD's current price of $27.34, BEACON FINANCIAL PLANNING, INC's estimated gain on his SCHD holdings is $-2.03 Mil, reflecting a -25.65% gain to date.
BEACON FINANCIAL PLANNING, INC SCHD ($27.34) Holding Chart
BEACON FINANCIAL PLANNING, INC SCHD ($27.34) 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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