Castle Financial & Retirement Planning Associates, Inc. SCHD Holdings History
Castle Financial & Retirement Planning Associates, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2021-12-31, Castle Financial & Retirement Planning Associates, Inc. held 34,212.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $2.72 Mil. This investment constitutes 9.22% of their stock portfolio, and Castle Financial & Retirement Planning Associates, Inc. now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2021Q4. Based on historical transaction data and SCHD's current price of $27.35, Castle Financial & Retirement Planning Associates, Inc.'s estimated gain on his SCHD holdings is $-1.72 Mil, reflecting a -64.72% gain to date.
Castle Financial & Retirement Planning Associates, Inc. SCHD ($27.35) Holding Chart
Castle Financial & Retirement Planning Associates, Inc. SCHD ($27.35) 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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