Number of Shares
87,308.00
Current Holdings Value*
$2.40 Mil
% of Portfolio
5.63%
Total Estimate Gain
$-4.22 Mil
% of Total Estimate Gain
-30.89%

John W. Brooker & Co., CPAs's Schwab US Dividend Equity ETF Holding Summary

As of 2025-06-30, John W. Brooker & Co., CPAs held 87,308.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $2.40 Mil. This investment constitutes 5.63% of their stock portfolio, and John W. Brooker & Co., CPAs now holds 0% 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 8 sales at an average price of $29.18 for 242,104.00 shares. Based on historical transaction data and SCHD's current price of $27.24, John W. Brooker & Co., CPAs's estimated gain on his SCHD holdings is $-4.22 Mil, reflecting a -30.89% gain to date.

John W. Brooker & Co., CPAs SCHD ($27.24) Holding Chart

John W. Brooker & Co., CPAs 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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