Capital Advantage, Inc. SCHD Holdings History
Capital Advantage, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Capital Advantage, Inc. held 865,886.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $22.95 Mil. This investment constitutes 3.63% of their stock portfolio, and Capital Advantage, Inc. now holds 0.03% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2015Q1. And since then Capital Advantage, Inc. has made 14 purchases of SCHD, at an average price of $37.19, for a total of 949,473.00 shares. In addition, there have been 14 sales at an average price of $69.01 for 83,587.00 shares. Based on historical transaction data and SCHD's current price of $27.11, Capital Advantage, Inc.'s estimated gain on his SCHD holdings is $-6.07 Mil, reflecting a -17.20% gain to date.
Capital Advantage, Inc. SCHD ($27.11) Holding Chart
Capital Advantage, Inc. SCHD ($27.11) 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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