Certified Advisory Corp SCHD Holdings History
Certified Advisory Corp's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Certified Advisory Corp held 569,402.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $15.92 Mil. This investment constitutes 1.8% of their stock portfolio, and Certified Advisory Corp now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2018Q2. And since then Certified Advisory Corp has made 21 purchases of SCHD, at an average price of $46.13, for a total of 800,483.00 shares. In addition, there have been 4 sales at an average price of $43.08 for 231,081.00 shares. Based on historical transaction data and SCHD's current price of $26.93, Certified Advisory Corp's estimated gain on his SCHD holdings is $-11.64 Mil, reflecting a -31.51% gain to date.
Certified Advisory Corp SCHD ($26.93) Holding Chart
Certified Advisory Corp SCHD ($26.93) 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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