John W. Brooker & Co., CPAs SCHD Holdings History
John W. Brooker & Co., CPAs's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, John W. Brooker & Co., CPAs held 312,718.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $8.74 Mil. This investment constitutes 3.62% of their stock portfolio, and John W. Brooker & Co., CPAs now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2019Q4. And since then John W. Brooker & Co., CPAs has made 14 purchases of SCHD, at an average price of $41.48, for a total of 329,412.00 shares. In addition, there have been 7 sales at an average price of $70.21 for 16,694.00 shares. Based on historical transaction data and SCHD's current price of $27.35, John W. Brooker & Co., CPAs's estimated gain on his SCHD holdings is $-3.94 Mil, reflecting a -28.82% gain to date.
John W. Brooker & Co., CPAs SCHD ($27.35) Holding Chart
John W. Brooker & Co., CPAs SCHD ($27.35) 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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