Burns Matteson Capital Management, LLC SCHD Holdings History
Burns Matteson Capital Management, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Burns Matteson Capital Management, LLC held 249,788.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $6.62 Mil. This investment constitutes 3.2% of their stock portfolio, and Burns Matteson Capital Management, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2020Q4. And since then Burns Matteson Capital Management, LLC has made 12 purchases of SCHD, at an average price of $43.15, for a total of 264,970.00 shares. In addition, there have been 6 sales at an average price of $74.81 for 15,182.00 shares. Based on historical transaction data and SCHD's current price of $27.15, Burns Matteson Capital Management, LLC's estimated gain on his SCHD holdings is $-3.52 Mil, reflecting a -30.75% gain to date.
Burns Matteson Capital Management, LLC SCHD ($27.15) Holding Chart
Burns Matteson Capital Management, LLC SCHD ($27.15) 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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