Cyr Financial Inc. SCHD Holdings History

Number of Shares
214,288.00
Current Holdings Value*
$5.99 Mil
% of Portfolio
5.97%
Total Estimate Gain
$-2.54 Mil
% of Total Estimate Gain
-30.26%

Cyr Financial Inc.'s Schwab US Dividend Equity ETF Holding Summary

As of 2025-03-31, Cyr Financial Inc. held 214,288.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $5.99 Mil. This investment constitutes 5.97% of their stock portfolio, and Cyr Financial Inc. now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.

The initial trade took place in 2024Q2. And since then Cyr Financial Inc. has made 3 purchases of SCHD, at an average price of $39.22, for a total of 214,288.00 shares. Based on historical transaction data and SCHD's current price of $27.35, Cyr Financial Inc.'s estimated gain on his SCHD holdings is $-2.54 Mil, reflecting a -30.26% gain to date.

Cyr Financial Inc. SCHD ($27.35) Holding Chart

Cyr Financial Inc. SCHD ($27.35) 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 %

Top Ranked Articles

  • 1