CWH Capital Management, Inc. SCHD Holdings History
Number of Shares
180,836.00
Current Holdings Value*
$11.60 Mil
% of Portfolio
4.9%
Total Estimate Gain
$-6.25 Mil
% of Total Estimate Gain
-56.64%
CWH Capital Management, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2020-12-31, CWH Capital Management, Inc. held 180,836.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $11.60 Mil. This investment constitutes 4.9% of their stock portfolio, and CWH Capital Management, Inc. now holds 0.04% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2020Q4. And since then CWH Capital Management, Inc. has made 1 purchases of SCHD, at an average price of $61.01, for a total of 180,836.00 shares. Based on historical transaction data and SCHD's current price of $26.45, CWH Capital Management, Inc.'s estimated gain on his SCHD holdings is $-6.25 Mil, reflecting a -56.64% gain to date.
CWH Capital Management, Inc. SCHD ($26.45) Holding Chart
CWH Capital Management, Inc. SCHD ($26.45) 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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