Golden Reserve Retirement LLC SCHD Holdings History
Number of Shares
1.51 Mil
Current Holdings Value*
$42.15 Mil
% of Portfolio
16.77%
Total Estimate Gain
$-1.40 Mil
% of Total Estimate Gain
-3.34%
Golden Reserve Retirement LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Golden Reserve Retirement LLC held 1.51 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $42.15 Mil. This investment constitutes 16.77% of their stock portfolio, and Golden Reserve Retirement LLC now holds 0.06% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and SCHD's current price of $26.95, Golden Reserve Retirement LLC's estimated gain on his SCHD holdings is $-1.40 Mil, reflecting a -3.34% gain to date.
Golden Reserve Retirement LLC SCHD ($26.95) Holding Chart
Golden Reserve Retirement LLC SCHD ($26.95) 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
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers