Curtis Advisory Group, LLC SCHD Holdings History
Curtis Advisory Group, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Curtis Advisory Group, LLC held 303,551.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $8.49 Mil. This investment constitutes 2.49% of their stock portfolio, and Curtis Advisory Group, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2019Q4. And since then Curtis Advisory Group, LLC has made 13 purchases of SCHD, at an average price of $44.79, for a total of 451,525.00 shares. In addition, there have been 8 sales at an average price of $51.94 for 147,974.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Curtis Advisory Group, LLC's estimated gain on his SCHD holdings is $-4.34 Mil, reflecting a -21.45% gain to date.
Curtis Advisory Group, LLC SCHD ($27.02) Holding Chart
Curtis Advisory Group, 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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