Integrated Advisors Network LLC SCHD Holdings History
Integrated Advisors Network LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Integrated Advisors Network LLC held 707,556.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $19.78 Mil. This investment constitutes 1% of their stock portfolio, and Integrated Advisors Network LLC now holds 0.03% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2019Q4. And since then Integrated Advisors Network LLC has made 12 purchases of SCHD, at an average price of $49.98, for a total of 1.59 Mil shares. In addition, there have been 9 sales at an average price of $53.82 for 881,601.00 shares. Based on historical transaction data and SCHD's current price of $27.24, Integrated Advisors Network LLC's estimated gain on his SCHD holdings is $-12.69 Mil, reflecting a -15.98% gain to date.
Integrated Advisors Network LLC SCHD ($27.24) Holding Chart
Integrated Advisors Network LLC SCHD ($27.24) 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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