Carmichael Hill & Associates, Inc. SCHD Holdings History
Carmichael Hill & Associates, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2024-09-30, Carmichael Hill & Associates, Inc. held 63,258.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $1.78 Mil. This investment constitutes 0.63% of their stock portfolio, and Carmichael Hill & Associates, Inc. now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2018Q2. And since then Carmichael Hill & Associates, Inc. has made 18 purchases of SCHD, at an average price of $41.27, for a total of 72,473.00 shares. In addition, there have been 8 sales at an average price of $68.28 for 9,215.00 shares. Based on historical transaction data and SCHD's current price of $27.15, Carmichael Hill & Associates, Inc.'s estimated gain on his SCHD holdings is $-644,466.64, reflecting a -21.55% gain to date.
Carmichael Hill & Associates, Inc. SCHD ($27.15) Holding Chart
Carmichael Hill & Associates, Inc. SCHD ($27.15) 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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