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 % |
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