Focus Financial Network, Inc. SCHD Holdings History
Focus Financial Network, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Focus Financial Network, Inc. held 3.23 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $85.64 Mil. This investment constitutes 3.38% of their stock portfolio, and Focus Financial Network, Inc. now holds 0.12% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2019Q3. And since then Focus Financial Network, Inc. has made 13 purchases of SCHD, at an average price of $46.79, for a total of 4.31 Mil shares. In addition, there have been 4 sales at an average price of $68.67 for 1.08 Mil shares. Based on historical transaction data and SCHD's current price of $27.38, Focus Financial Network, Inc.'s estimated gain on his SCHD holdings is $-39.05 Mil, reflecting a -19.35% gain to date.
Focus Financial Network, Inc. SCHD ($27.38) Holding Chart
Focus Financial Network, Inc. SCHD ($27.38) 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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