BRONFMAN E.L. ROTHSCHILD, L.P. SCHD Holdings History
BRONFMAN E.L. ROTHSCHILD, L.P.'s Schwab US Dividend Equity ETF Holding Summary
As of 2020-09-30, BRONFMAN E.L. ROTHSCHILD, L.P. held 1.61 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $88.84 Mil. This investment constitutes 3.14% of their stock portfolio, and BRONFMAN E.L. ROTHSCHILD, L.P. now holds 0.36% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2018Q2. And since then BRONFMAN E.L. ROTHSCHILD, L.P. has made 8 purchases of SCHD, at an average price of $54.88, for a total of 1.61 Mil shares. In addition, there have been 2 sales at an average price of $52.77 for 3,571.00 shares. Based on historical transaction data and SCHD's current price of $27.38, BRONFMAN E.L. ROTHSCHILD, L.P.'s estimated gain on his SCHD holdings is $-44.19 Mil, reflecting a -50.01% gain to date.
BRONFMAN E.L. ROTHSCHILD, L.P. SCHD ($27.38) Holding Chart
BRONFMAN E.L. ROTHSCHILD, L.P. 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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