CRA Financial Services, LLC SCHD Holdings History
CRA Financial Services, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, CRA Financial Services, LLC held 1.13 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $31.56 Mil. This investment constitutes 5.4% of their stock portfolio, and CRA Financial Services, LLC now holds 0.04% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2018Q4. And since then CRA Financial Services, LLC has made 23 purchases of SCHD, at an average price of $40.46, for a total of 1.14 Mil shares. In addition, there have been 2 sales at an average price of $69.40 for 7,312.00 shares. Based on historical transaction data and SCHD's current price of $27.35, CRA Financial Services, LLC's estimated gain on his SCHD holdings is $-14.59 Mil, reflecting a -31.74% gain to date.
CRA Financial Services, LLC SCHD ($27.35) Holding Chart
CRA Financial Services, LLC SCHD ($27.35) 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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