Cresta Advisors, Ltd. SCHD Holdings History
Cresta Advisors, Ltd.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Cresta Advisors, Ltd. held 157,121.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $4.16 Mil. This investment constitutes 2.03% of their stock portfolio, and Cresta Advisors, Ltd. now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q3. And since then Cresta Advisors, Ltd. has made 3 purchases of SCHD, at an average price of $43.54, for a total of 324,454.00 shares. In addition, there have been 8 sales at an average price of $46.41 for 167,333.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Cresta Advisors, Ltd.'s estimated gain on his SCHD holdings is $-2.11 Mil, reflecting a -14.96% gain to date.
Cresta Advisors, Ltd. SCHD ($27.02) Holding Chart
Cresta Advisors, Ltd. 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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