Cyr Financial Inc. SCHD Holdings History
Number of Shares
234,041.00
Current Holdings Value*
$6.20 Mil
% of Portfolio
4.79%
Total Estimate Gain
$-2.60 Mil
% of Total Estimate Gain
-29.10%
Cyr Financial Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Cyr Financial Inc. held 234,041.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $6.20 Mil. This investment constitutes 4.79% 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 4 purchases of SCHD, at an average price of $38.11, for a total of 234,041.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Cyr Financial Inc.'s estimated gain on his SCHD holdings is $-2.60 Mil, reflecting a -29.10% gain to date.
Cyr Financial Inc. SCHD ($27.02) Holding Chart
Cyr Financial Inc. 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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