FINANCIAL CONSULATE, INC SCHD Holdings History
FINANCIAL CONSULATE, INC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, FINANCIAL CONSULATE, INC held 779,049.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $21.78 Mil. This investment constitutes 5.51% of their stock portfolio, and FINANCIAL CONSULATE, INC now holds 0.03% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2015Q4. And since then FINANCIAL CONSULATE, INC has made 16 purchases of SCHD, at an average price of $42.15, for a total of 830,285.00 shares. In addition, there have been 13 sales at an average price of $61.69 for 51,236.00 shares. Based on historical transaction data and SCHD's current price of $26.39, FINANCIAL CONSULATE, INC's estimated gain on his SCHD holdings is $-11.28 Mil, reflecting a -32.22% gain to date.
FINANCIAL CONSULATE, INC SCHD ($26.39) Holding Chart
FINANCIAL CONSULATE, INC SCHD ($26.39) 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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