Fairway Financial, LLC SCHD Holdings History
Fairway Financial, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Fairway Financial, LLC held 338,604.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $9.47 Mil. This investment constitutes 8.59% of their stock portfolio, and Fairway Financial, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2024Q4. And since then Fairway Financial, LLC has made 1 purchases of SCHD, at an average price of $28.42, for a total of 338,604.00 shares. Based on historical transaction data and SCHD's current price of $27.28, Fairway Financial, LLC's estimated gain on his SCHD holdings is $-385,994.50, reflecting a -4.01% gain to date.
Fairway Financial, LLC SCHD ($27.28) Holding Chart
Fairway Financial, LLC SCHD ($27.28) 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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