Hobbs Group Advisors, LLC SCHD Holdings History
Hobbs Group Advisors, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Hobbs Group Advisors, LLC held 82,655.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $2.31 Mil. This investment constitutes 0.88% of their stock portfolio, and Hobbs Group Advisors, LLC now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2024Q3. And since then Hobbs Group Advisors, LLC has made 2 purchases of SCHD, at an average price of $27.86, for a total of 85,082.00 shares. In addition, there have been 1 sales at an average price of $28.43 for 2,427.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Hobbs Group Advisors, LLC's estimated gain on his SCHD holdings is $-68,195.17, reflecting a -2.88% gain to date.
Hobbs Group Advisors, LLC SCHD ($27.02) Holding Chart
Hobbs Group 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 % | |||
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