Guild Investment Management, Inc. SCHD Holdings History
Guild Investment Management, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Guild Investment Management, Inc. held 98,255.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $2.75 Mil. This investment constitutes 2.89% of their stock portfolio, and Guild Investment Management, Inc. now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2024Q1. And since then Guild Investment Management, Inc. has made 4 purchases of SCHD, at an average price of $31.11, for a total of 104,135.00 shares. In addition, there have been 1 sales at an average price of $81.73 for 5,880.00 shares. Based on historical transaction data and SCHD's current price of $27.38, Guild Investment Management, Inc.'s estimated gain on his SCHD holdings is $-69,851.88, reflecting a -2.16% gain to date.
Guild Investment Management, Inc. SCHD ($27.38) Holding Chart
Guild Investment Management, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
