HBC Financial Services, PLLC SCHD Holdings History
HBC Financial Services, PLLC's Schwab US Dividend Equity ETF Holding Summary
As of 2024-12-31, HBC Financial Services, PLLC held 7,032.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $200,000.00. This investment constitutes 0.12% of their stock portfolio, and HBC Financial Services, PLLC now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2019Q4. And since then HBC Financial Services, PLLC has made 4 purchases of SCHD, at an average price of $44.00, for a total of 31,801.00 shares. In addition, there have been 6 sales at an average price of $48.29 for 24,769.00 shares. Based on historical transaction data and SCHD's current price of $27.38, HBC Financial Services, PLLC's estimated gain on his SCHD holdings is $-10,499.00, reflecting a -0.75% gain to date.
HBC Financial Services, PLLC SCHD ($27.38) Holding Chart
HBC Financial Services, PLLC 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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