Financial Guidance Group, Inc. SCHD Holdings History
Financial Guidance Group, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Financial Guidance Group, Inc. held 558,352.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $15.61 Mil. This investment constitutes 8.43% of their stock portfolio, and Financial Guidance Group, Inc. now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q1. And since then Financial Guidance Group, Inc. has made 6 purchases of SCHD, at an average price of $47.09, for a total of 634,839.00 shares. In addition, there have been 6 sales at an average price of $49.35 for 76,487.00 shares. Based on historical transaction data and SCHD's current price of $27.33, Financial Guidance Group, Inc.'s estimated gain on his SCHD holdings is $-10.86 Mil, reflecting a -36.33% gain to date.
Financial Guidance Group, Inc. SCHD ($27.33) Holding Chart
Financial Guidance Group, Inc. SCHD ($27.33) 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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