Financial Planning & Information Services, Inc. SCHD Holdings History
Financial Planning & Information Services, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2024-09-30, Financial Planning & Information Services, Inc. held 609,147.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $17.16 Mil. This investment constitutes 2.37% of their stock portfolio, and Financial Planning & Information Services, Inc. now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q4. And since then Financial Planning & Information Services, Inc. has made 8 purchases of SCHD, at an average price of $39.26, for a total of 609,147.00 shares. Based on historical transaction data and SCHD's current price of $27.35, Financial Planning & Information Services, Inc.'s estimated gain on his SCHD holdings is $-7.25 Mil, reflecting a -30.33% gain to date.
Financial Planning & Information Services, Inc. SCHD ($27.35) Holding Chart
Financial Planning & Information Services, Inc. SCHD ($27.35) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
