CONTINENTAL INVESTORS SERVICES, INC. SCHD Holdings History
CONTINENTAL INVESTORS SERVICES, INC.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, CONTINENTAL INVESTORS SERVICES, INC. held 7,231.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $202,180.00. This investment constitutes 0.4% of their stock portfolio, and CONTINENTAL INVESTORS SERVICES, INC. now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2023Q2. And since then CONTINENTAL INVESTORS SERVICES, INC. has made 5 purchases of SCHD, at an average price of $42.94, for a total of 17,288.00 shares. In addition, there have been 2 sales at an average price of $41.39 for 10,057.00 shares. Based on historical transaction data and SCHD's current price of $27.24, CONTINENTAL INVESTORS SERVICES, INC.'s estimated gain on his SCHD holdings is $-129,221.21, reflecting a -17.41% gain to date.
CONTINENTAL INVESTORS SERVICES, INC. SCHD ($27.24) Holding Chart
CONTINENTAL INVESTORS SERVICES, INC. SCHD ($27.24) 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
