Crescent Sterling, Ltd. SCHD Holdings History
Crescent Sterling, Ltd.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Crescent Sterling, Ltd. held 244,158.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $6.83 Mil. This investment constitutes 7% of their stock portfolio, and Crescent Sterling, Ltd. now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q4. And since then Crescent Sterling, Ltd. has made 7 purchases of SCHD, at an average price of $42.38, for a total of 248,668.00 shares. In addition, there have been 2 sales at an average price of $76.15 for 4,510.00 shares. Based on historical transaction data and SCHD's current price of $27.33, Crescent Sterling, Ltd.'s estimated gain on his SCHD holdings is $-3.52 Mil, reflecting a -33.42% gain to date.
Crescent Sterling, Ltd. SCHD ($27.33) Holding Chart
Crescent Sterling, Ltd. SCHD ($27.33) 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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