Bruce G. Allen Investments, LLC SCHD Holdings History
Bruce G. Allen Investments, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Bruce G. Allen Investments, LLC held 291,646.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $7.73 Mil. This investment constitutes 5.86% of their stock portfolio, and Bruce G. Allen Investments, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2023Q4. And since then Bruce G. Allen Investments, LLC has made 4 purchases of SCHD, at an average price of $41.85, for a total of 295,859.00 shares. In addition, there have been 2 sales at an average price of $43.06 for 4,213.00 shares. Based on historical transaction data and SCHD's current price of $27.28, Bruce G. Allen Investments, LLC's estimated gain on his SCHD holdings is $-4.25 Mil, reflecting a -34.28% gain to date.
Bruce G. Allen Investments, LLC SCHD ($27.28) Holding Chart
Bruce G. Allen Investments, LLC SCHD ($27.28) 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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