Investment Advisory Group, LLC SCHD Holdings History
Investment Advisory Group, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Investment Advisory Group, LLC held 106,004.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $2.96 Mil. This investment constitutes 0.99% of their stock portfolio, and Investment Advisory Group, LLC now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2021Q4. And since then Investment Advisory Group, LLC has made 9 purchases of SCHD, at an average price of $39.99, for a total of 108,266.00 shares. In addition, there have been 4 sales at an average price of $74.79 for 2,262.00 shares. Based on historical transaction data and SCHD's current price of $27.28, Investment Advisory Group, LLC's estimated gain on his SCHD holdings is $-1.27 Mil, reflecting a -29.30% gain to date.
Investment Advisory Group, LLC SCHD ($27.28) Holding Chart
Investment Advisory Group, LLC SCHD ($27.28) 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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