Global Financial Private Client, LLC SCHD Holdings History
Global Financial Private Client, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Global Financial Private Client, LLC held 290,349.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $7.69 Mil. This investment constitutes 2.89% of their stock portfolio, and Global Financial Private Client, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2019Q4. And since then Global Financial Private Client, LLC has made 19 purchases of SCHD, at an average price of $45.88, for a total of 355,598.00 shares. In addition, there have been 3 sales at an average price of $71.18 for 65,249.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Global Financial Private Client, LLC's estimated gain on his SCHD holdings is $-3.82 Mil, reflecting a -23.44% gain to date.
Global Financial Private Client, LLC SCHD ($27.02) Holding Chart
Global Financial Private Client, LLC SCHD ($27.02) 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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