Clifford Group, LLC SCHD Holdings History
Clifford Group, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Clifford Group, LLC held 7,358.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $205,730.00. This investment constitutes 0.19% of their stock portfolio, and Clifford Group, LLC now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q4. And since then Clifford Group, LLC has made 7 purchases of SCHD, at an average price of $42.73, for a total of 768,655.00 shares. In addition, there have been 2 sales at an average price of $28.64 for 761,297.00 shares. Based on historical transaction data and SCHD's current price of $27.31, Clifford Group, LLC's estimated gain on his SCHD holdings is $-10.84 Mil, reflecting a -33.01% gain to date.
Clifford Group, LLC SCHD ($27.31) Holding Chart
Clifford Group, LLC SCHD ($27.31) 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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