BROOKS, MOORE & ASSOCIATES, INC. SCHD Holdings History
BROOKS, MOORE & ASSOCIATES, INC.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, BROOKS, MOORE & ASSOCIATES, INC. held 32,865.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $918,930.00. This investment constitutes 0.52% of their stock portfolio, and BROOKS, MOORE & ASSOCIATES, INC. now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2025Q1. And since then BROOKS, MOORE & ASSOCIATES, INC. has made 1 purchases of SCHD, at an average price of $27.88, for a total of 32,865.00 shares. Based on historical transaction data and SCHD's current price of $26.87, BROOKS, MOORE & ASSOCIATES, INC.'s estimated gain on his SCHD holdings is $-33,193.65, reflecting a -3.62% gain to date.
BROOKS, MOORE & ASSOCIATES, INC. SCHD ($26.87) Holding Chart
BROOKS, MOORE & ASSOCIATES, INC. SCHD ($26.87) 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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