Bravias Capital Group, LLC SCHD Holdings History
Number of Shares
49,219.00
Current Holdings Value*
$1.38 Mil
% of Portfolio
1.12%
Total Estimate Gain
$-24,609.50
% of Total Estimate Gain
-1.79%
Bravias Capital Group, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Bravias Capital Group, LLC held 49,219.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $1.38 Mil. This investment constitutes 1.12% of their stock portfolio, and Bravias Capital Group, LLC now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2025Q1. And since then Bravias Capital Group, LLC has made 1 purchases of SCHD, at an average price of $27.88, for a total of 49,219.00 shares. Based on historical transaction data and SCHD's current price of $27.38, Bravias Capital Group, LLC's estimated gain on his SCHD holdings is $-24,609.50, reflecting a -1.79% gain to date.
Bravias Capital Group, LLC SCHD ($27.38) Holding Chart
Bravias Capital Group, 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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