CVA Family Office, LLC SCHD Holdings History
CVA Family Office, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, CVA Family Office, LLC held 2.45 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $68.39 Mil. This investment constitutes 10.48% of their stock portfolio, and CVA Family Office, LLC now holds 0.09% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2019Q4. And since then CVA Family Office, LLC has made 17 purchases of SCHD, at an average price of $45.97, for a total of 2.84 Mil shares. In addition, there have been 4 sales at an average price of $74.01 for 392,756.00 shares. Based on historical transaction data and SCHD's current price of $27.38, CVA Family Office, LLC's estimated gain on his SCHD holdings is $-34.46 Mil, reflecting a -26.41% gain to date.
CVA Family Office, LLC SCHD ($27.38) Holding Chart
CVA Family Office, LLC SCHD ($27.38) 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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