Capital Square, LLC SCHD Holdings History
Capital Square, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Capital Square, LLC held 127,115.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $3.55 Mil. This investment constitutes 2.09% of their stock portfolio, and Capital Square, LLC now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2020Q1. And since then Capital Square, LLC has made 16 purchases of SCHD, at an average price of $43.12, for a total of 146,014.00 shares. In addition, there have been 4 sales at an average price of $68.71 for 18,899.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Capital Square, LLC's estimated gain on his SCHD holdings is $-1.56 Mil, reflecting a -24.83% gain to date.
Capital Square, LLC SCHD ($27.02) Holding Chart
Capital Square, LLC 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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