FOUNDERS FINANCIAL SECURITIES LLC SCHD Holdings History
FOUNDERS FINANCIAL SECURITIES LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, FOUNDERS FINANCIAL SECURITIES LLC held 1.32 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $34.03 Mil. This investment constitutes 2.88% of their stock portfolio, and FOUNDERS FINANCIAL SECURITIES LLC now holds 0.05% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2013Q4. And since then FOUNDERS FINANCIAL SECURITIES LLC has made 16 purchases of SCHD, at an average price of $42.92, for a total of 1.49 Mil shares. In addition, there have been 4 sales at an average price of $52.85 for 174,483.00 shares. Based on historical transaction data and SCHD's current price of $27.02, FOUNDERS FINANCIAL SECURITIES LLC's estimated gain on his SCHD holdings is $-19.25 Mil, reflecting a -30.02% gain to date.
FOUNDERS FINANCIAL SECURITIES LLC SCHD ($27.02) Holding Chart
FOUNDERS FINANCIAL SECURITIES LLC SCHD ($27.02) 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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