Bouchey Financial Group Ltd SCHD Holdings History
Bouchey Financial Group Ltd's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Bouchey Financial Group Ltd held 2.99 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $83.69 Mil. This investment constitutes 7.55% of their stock portfolio, and Bouchey Financial Group Ltd now holds 0.12% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2018Q2. And since then Bouchey Financial Group Ltd has made 14 purchases of SCHD, at an average price of $39.86, for a total of 3.10 Mil shares. In addition, there have been 14 sales at an average price of $68.44 for 106,807.00 shares. Based on historical transaction data and SCHD's current price of $27.24, Bouchey Financial Group Ltd's estimated gain on his SCHD holdings is $-34.74 Mil, reflecting a -28.11% gain to date.
Bouchey Financial Group Ltd SCHD ($27.24) Holding Chart
Bouchey Financial Group Ltd SCHD ($27.24) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
