EQUITABLE TRUST CO SCHD Holdings History
EQUITABLE TRUST CO's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, EQUITABLE TRUST CO held 1.02 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $28.39 Mil. This investment constitutes 1.57% of their stock portfolio, and EQUITABLE TRUST CO now holds 0.04% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2024Q4. And since then EQUITABLE TRUST CO has made 1 purchases of SCHD, at an average price of $28.43, for a total of 1.05 Mil shares. In addition, there have been 1 sales at an average price of $27.88 for 37,680.00 shares. Based on historical transaction data and SCHD's current price of $27.06, EQUITABLE TRUST CO's estimated gain on his SCHD holdings is $-1.41 Mil, reflecting a -4.72% gain to date.
EQUITABLE TRUST CO SCHD ($27.06) Holding Chart
EQUITABLE TRUST CO SCHD ($27.06) 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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