D.A. DAVIDSON & CO. SCHD Holdings History
D.A. DAVIDSON & CO.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, D.A. DAVIDSON & CO. held 1.83 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $51.11 Mil. This investment constitutes 0.41% of their stock portfolio, and D.A. DAVIDSON & CO. now holds 0.07% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2015Q4. And since then D.A. DAVIDSON & CO. has made 24 purchases of SCHD, at an average price of $37.52, for a total of 3.52 Mil shares. In addition, there have been 5 sales at an average price of $28.59 for 1.69 Mil shares. Based on historical transaction data and SCHD's current price of $27.35, D.A. DAVIDSON & CO.'s estimated gain on his SCHD holdings is $-33.68 Mil, reflecting a -25.53% gain to date.
D.A. DAVIDSON & CO. SCHD ($27.35) Holding Chart
D.A. DAVIDSON & CO. 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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