Leo H. Evart, Inc. SCHD Holdings History
Leo H. Evart, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2023-09-30, Leo H. Evart, Inc. held 118,383.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $8.38 Mil. This investment constitutes 12.85% of their stock portfolio, and Leo H. Evart, Inc. now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2021Q4. And since then Leo H. Evart, Inc. has made 1 purchases of SCHD, at an average price of $77.06, for a total of 147,333.00 shares. In addition, there have been 6 sales at an average price of $73.73 for 28,950.00 shares. Based on historical transaction data and SCHD's current price of $27.38, Leo H. Evart, Inc.'s estimated gain on his SCHD holdings is $-5.98 Mil, reflecting a -52.65% gain to date.
Leo H. Evart, Inc. SCHD ($27.38) Holding Chart
Leo H. Evart, Inc. SCHD ($27.38) 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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