HC Advisors, LLC SCHD Holdings History
HC Advisors, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, HC Advisors, LLC held 238,062.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $6.66 Mil. This investment constitutes 4.99% of their stock portfolio, and HC Advisors, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2020Q1. And since then HC Advisors, LLC has made 13 purchases of SCHD, at an average price of $38.35, for a total of 251,579.00 shares. In addition, there have been 8 sales at an average price of $66.74 for 13,517.00 shares. Based on historical transaction data and SCHD's current price of $27.02, HC Advisors, LLC's estimated gain on his SCHD holdings is $-2.31 Mil, reflecting a -23.97% gain to date.
HC Advisors, LLC SCHD ($27.02) Holding Chart
HC Advisors, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
