Financial Insights, Inc. SCHD Holdings History
Financial Insights, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Financial Insights, Inc. held 908,983.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $24.09 Mil. This investment constitutes 8.8% of their stock portfolio, and Financial Insights, Inc. now holds 0.03% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q3. And since then Financial Insights, Inc. has made 8 purchases of SCHD, at an average price of $41.78, for a total of 937,830.00 shares. In addition, there have been 3 sales at an average price of $50.15 for 28,847.00 shares. Based on historical transaction data and SCHD's current price of $27.24, Financial Insights, Inc.'s estimated gain on his SCHD holdings is $-12.97 Mil, reflecting a -33.11% gain to date.
Financial Insights, Inc. SCHD ($27.24) Holding Chart
Financial Insights, Inc. SCHD ($27.24) 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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