Joseph Group Capital Management SCHD Holdings History
Joseph Group Capital Management's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Joseph Group Capital Management held 322,668.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $9.02 Mil. This investment constitutes 3.45% of their stock portfolio, and Joseph Group Capital Management now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2024Q1. And since then Joseph Group Capital Management has made 4 purchases of SCHD, at an average price of $42.72, for a total of 325,796.00 shares. In addition, there have been 1 sales at an average price of $28.43 for 3,128.00 shares. Based on historical transaction data and SCHD's current price of $27.08, Joseph Group Capital Management's estimated gain on his SCHD holdings is $-5.09 Mil, reflecting a -36.58% gain to date.
Joseph Group Capital Management SCHD ($27.08) Holding Chart
Joseph Group Capital Management SCHD ($27.08) 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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