Financial Partners Group, Inc SCHD Holdings History
Financial Partners Group, Inc's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Financial Partners Group, Inc held 240,743.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $6.73 Mil. This investment constitutes 1.04% of their stock portfolio, and Financial Partners Group, Inc now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2024Q3. And since then Financial Partners Group, Inc has made 3 purchases of SCHD, at an average price of $28.32, for a total of 240,743.00 shares. Based on historical transaction data and SCHD's current price of $26.34, Financial Partners Group, Inc's estimated gain on his SCHD holdings is $-476,197.49, reflecting a -6.99% gain to date.
Financial Partners Group, Inc SCHD ($26.34) Holding Chart
Financial Partners Group, Inc SCHD ($26.34) 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
