COZAD ASSET MANAGEMENT INC SCHD Holdings History
COZAD ASSET MANAGEMENT INC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, COZAD ASSET MANAGEMENT INC held 550,987.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $15.41 Mil. This investment constitutes 1.54% of their stock portfolio, and COZAD ASSET MANAGEMENT INC now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2020Q2. And since then COZAD ASSET MANAGEMENT INC has made 19 purchases of SCHD, at an average price of $39.71, for a total of 560,298.00 shares. In addition, there have been 1 sales at an average price of $27.88 for 9,311.00 shares. Based on historical transaction data and SCHD's current price of $27.02, COZAD ASSET MANAGEMENT INC's estimated gain on his SCHD holdings is $-7.10 Mil, reflecting a -31.93% gain to date.
COZAD ASSET MANAGEMENT INC SCHD ($27.02) Holding Chart
COZAD ASSET MANAGEMENT INC SCHD ($27.02) 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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