CERTIOR FINANCIAL GROUP, LLC SCHD Holdings History
CERTIOR FINANCIAL GROUP, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, CERTIOR FINANCIAL GROUP, LLC held 262,681.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $7.34 Mil. This investment constitutes 5.97% of their stock portfolio, and CERTIOR FINANCIAL GROUP, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2024Q4. And since then CERTIOR FINANCIAL GROUP, LLC has made 1 purchases of SCHD, at an average price of $28.23, for a total of 262,681.00 shares. Based on historical transaction data and SCHD's current price of $26.87, CERTIOR FINANCIAL GROUP, LLC's estimated gain on his SCHD holdings is $-356,178.26, reflecting a -4.80% gain to date.
CERTIOR FINANCIAL GROUP, LLC SCHD ($26.87) Holding Chart
CERTIOR FINANCIAL GROUP, LLC SCHD ($26.87) 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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