Curbstone Financial Management Corp SCHD Holdings History
Curbstone Financial Management Corp's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Curbstone Financial Management Corp held 444,626.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $12.43 Mil. This investment constitutes 2.62% of their stock portfolio, and Curbstone Financial Management Corp now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2019Q3. And since then Curbstone Financial Management Corp has made 23 purchases of SCHD, at an average price of $40.30, for a total of 444,626.00 shares. Based on historical transaction data and SCHD's current price of $26.39, Curbstone Financial Management Corp's estimated gain on his SCHD holdings is $-6.18 Mil, reflecting a -34.52% gain to date.
Curbstone Financial Management Corp SCHD ($26.39) Holding Chart
Curbstone Financial Management Corp SCHD ($26.39) 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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