HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC SCHD Holdings History
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC held 689,244.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $19.25 Mil. This investment constitutes 2.97% of their stock portfolio, and HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC now holds 0.03% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q2. And since then HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC has made 11 purchases of SCHD, at an average price of $40.24, for a total of 700,714.00 shares. In addition, there have been 1 sales at an average price of $27.88 for 11,470.00 shares. Based on historical transaction data and SCHD's current price of $27.14, HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC's estimated gain on his SCHD holdings is $-9.17 Mil, reflecting a -32.53% gain to date.
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC SCHD ($27.14) Holding Chart
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC SCHD ($27.14) 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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