Financial Architects, Inc SCHD Holdings History
Financial Architects, Inc's Schwab US Dividend Equity ETF Holding Summary
As of 2023-06-30, Financial Architects, Inc held 336,895.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $24.47 Mil. This investment constitutes 3.71% of their stock portfolio, and Financial Architects, Inc now holds 0.05% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2013Q3. And since then Financial Architects, Inc has made 24 purchases of SCHD, at an average price of $67.05, for a total of 614,150.00 shares. In addition, there have been 10 sales at an average price of $75.07 for 277,255.00 shares. Based on historical transaction data and SCHD's current price of $27.28, Financial Architects, Inc's estimated gain on his SCHD holdings is $-11.18 Mil, reflecting a -27.14% gain to date.
Financial Architects, Inc SCHD ($27.28) Holding Chart
Financial Architects, Inc 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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