IMA Advisory Services, Inc. SCHD Holdings History
IMA Advisory Services, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, IMA Advisory Services, Inc. held 2.88 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $80.55 Mil. This investment constitutes 9.55% of their stock portfolio, and IMA Advisory Services, Inc. now holds 0.11% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2017Q1. And since then IMA Advisory Services, Inc. has made 3 purchases of SCHD, at an average price of $28.59, for a total of 2.92 Mil shares. In addition, there have been 12 sales at an average price of $53.93 for 36,899.00 shares. Based on historical transaction data and SCHD's current price of $27.33, IMA Advisory Services, Inc.'s estimated gain on his SCHD holdings is $-2.70 Mil, reflecting a -3.24% gain to date.
IMA Advisory Services, Inc. SCHD ($27.33) Holding Chart
IMA Advisory Services, Inc. SCHD ($27.33) 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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