Liberty Capital Management, Inc. SCHD Holdings History
Liberty Capital Management, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Liberty Capital Management, Inc. held 95,159.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $2.66 Mil. This investment constitutes 0.59% of their stock portfolio, and Liberty Capital Management, Inc. now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2017Q1. And since then Liberty Capital Management, Inc. has made 16 purchases of SCHD, at an average price of $39.53, for a total of 133,910.00 shares. In addition, there have been 8 sales at an average price of $58.46 for 38,751.00 shares. Based on historical transaction data and SCHD's current price of $27.31, Liberty Capital Management, Inc.'s estimated gain on his SCHD holdings is $-430,003.36, reflecting a -8.12% gain to date.
Liberty Capital Management, Inc. SCHD ($27.31) Holding Chart
Liberty Capital Management, Inc. SCHD ($27.31) 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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