CGC Financial Services, LLC SCHD Holdings History
CGC Financial Services, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, CGC Financial Services, LLC held 2.25 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $63.01 Mil. This investment constitutes 24.92% of their stock portfolio, and CGC Financial Services, LLC now holds 0.09% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2023Q2. And since then CGC Financial Services, LLC has made 5 purchases of SCHD, at an average price of $43.05, for a total of 2.33 Mil shares. In addition, there have been 2 sales at an average price of $71.94 for 76,114.00 shares. Based on historical transaction data and SCHD's current price of $27.33, CGC Financial Services, LLC's estimated gain on his SCHD holdings is $-33.23 Mil, reflecting a -33.13% gain to date.
CGC Financial Services, LLC SCHD ($27.33) Holding Chart
CGC Financial Services, LLC SCHD ($27.33) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
