ESL Trust Services, LLC SCHD Holdings History
ESL Trust Services, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, ESL Trust Services, LLC held 1.76 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $49.23 Mil. This investment constitutes 11.11% of their stock portfolio, and ESL Trust Services, LLC now holds 0.07% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2020Q2. And since then ESL Trust Services, LLC has made 13 purchases of SCHD, at an average price of $38.18, for a total of 1.81 Mil shares. In addition, there have been 7 sales at an average price of $75.20 for 47,698.00 shares. Based on historical transaction data and SCHD's current price of $27.35, ESL Trust Services, LLC's estimated gain on his SCHD holdings is $-17.31 Mil, reflecting a -25.07% gain to date.
ESL Trust Services, LLC SCHD ($27.35) Holding Chart
ESL Trust Services, 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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