Number of Shares
53,500.00
Current Holdings Value*
$2.86 Mil
% of Portfolio
15.26%
Total Estimate Gain
$-1.23 Mil
% of Total Estimate Gain
-45.67%

Hillview Capital Advisors, LLC's Schwab US Dividend Equity ETF Holding Summary

As of 2019-06-30, Hillview Capital Advisors, LLC held 53,500.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $2.86 Mil. This investment constitutes 15.26% of their stock portfolio, and Hillview Capital Advisors, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.

The initial trade took place in 2019Q1. And since then Hillview Capital Advisors, LLC has made 1 purchases of SCHD, at an average price of $50.40, for a total of 53,500.00 shares. Based on historical transaction data and SCHD's current price of $27.38, Hillview Capital Advisors, LLC's estimated gain on his SCHD holdings is $-1.23 Mil, reflecting a -45.67% gain to date.

Hillview Capital Advisors, LLC SCHD ($27.38) Holding Chart

Hillview Capital Advisors, LLC 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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