HAZLETT, BURT & WATSON, INC. SCHD Holdings History
HAZLETT, BURT & WATSON, INC.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, HAZLETT, BURT & WATSON, INC. held 377,641.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $10.73 Mil. This investment constitutes 4.78% of their stock portfolio, and HAZLETT, BURT & WATSON, INC. now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q1. And since then HAZLETT, BURT & WATSON, INC. has made 11 purchases of SCHD, at an average price of $43.53, for a total of 378,112.00 shares. In addition, there have been 1 sales at an average price of $71.13 for 471.00 shares. Based on historical transaction data and SCHD's current price of $27.24, HAZLETT, BURT & WATSON, INC.'s estimated gain on his SCHD holdings is $-6.14 Mil, reflecting a -37.30% gain to date.
HAZLETT, BURT & WATSON, INC. SCHD ($27.24) Holding Chart
HAZLETT, BURT & WATSON, INC. SCHD ($27.24) 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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