Investor's Fiduciary Advisor Network, LLC SCHD Holdings History
Investor's Fiduciary Advisor Network, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Investor's Fiduciary Advisor Network, LLC held 478,996.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $13.39 Mil. This investment constitutes 6.31% of their stock portfolio, and Investor's Fiduciary Advisor Network, LLC now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2024Q4. And since then Investor's Fiduciary Advisor Network, LLC has made 1 purchases of SCHD, at an average price of $28.42, for a total of 478,996.00 shares. Based on historical transaction data and SCHD's current price of $27.31, Investor's Fiduciary Advisor Network, LLC's estimated gain on his SCHD holdings is $-532,928.57, reflecting a -3.91% gain to date.
Investor's Fiduciary Advisor Network, LLC SCHD ($27.31) Holding Chart
Investor's Fiduciary Advisor Network, LLC SCHD ($27.31) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
