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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