Clear Perspective Advisors, LLC SCHD Holdings History
Clear Perspective Advisors, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2021-12-31, Clear Perspective Advisors, LLC held 296,111.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $23.93 Mil. This investment constitutes 7.27% of their stock portfolio, and Clear Perspective Advisors, LLC now holds 0.07% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2018Q2. And since then Clear Perspective Advisors, LLC has made 14 purchases of SCHD, at an average price of $56.46, for a total of 302,059.00 shares. In addition, there have been 1 sales at an average price of $55.18 for 5,948.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Clear Perspective Advisors, LLC's estimated gain on his SCHD holdings is $-8.73 Mil, reflecting a -51.16% gain to date.
Clear Perspective Advisors, LLC SCHD ($27.02) Holding Chart
Clear Perspective Advisors, 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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