Hillview Capital Advisors, LLC SCHD Holdings History
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 % |
Top Ranked Articles
- 1