Koshinski Asset Management, Inc. SCHD Holdings History
Koshinski Asset Management, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Koshinski Asset Management, Inc. held 508,509.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $14.22 Mil. This investment constitutes 1.21% of their stock portfolio, and Koshinski Asset Management, Inc. now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2014Q4. And since then Koshinski Asset Management, Inc. has made 21 purchases of SCHD, at an average price of $47.01, for a total of 940,411.00 shares. In addition, there have been 10 sales at an average price of $52.53 for 431,902.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Koshinski Asset Management, Inc.'s estimated gain on his SCHD holdings is $-7.78 Mil, reflecting a -17.59% gain to date.
Koshinski Asset Management, Inc. SCHD ($27.02) Holding Chart
Koshinski Asset Management, Inc. SCHD ($27.02) 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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