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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