D.B. Root & Company, LLC SCHD Holdings History
D.B. Root & Company, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, D.B. Root & Company, LLC held 196,010.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $5.48 Mil. This investment constitutes 1.77% of their stock portfolio, and D.B. Root & Company, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2018Q2. And since then D.B. Root & Company, LLC has made 15 purchases of SCHD, at an average price of $39.76, for a total of 275,772.00 shares. In addition, there have been 13 sales at an average price of $52.75 for 79,762.00 shares. Based on historical transaction data and SCHD's current price of $27.35, D.B. Root & Company, LLC's estimated gain on his SCHD holdings is $-1.40 Mil, reflecting a -12.74% gain to date.
D.B. Root & Company, LLC SCHD ($27.35) Holding Chart
D.B. Root & Company, LLC 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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