MAGNOLIA CAPITAL ADVISORS LLC SCHD Holdings History
MAGNOLIA CAPITAL ADVISORS LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, MAGNOLIA CAPITAL ADVISORS LLC held 323,327.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $9.04 Mil. This investment constitutes 2.46% of their stock portfolio, and MAGNOLIA CAPITAL ADVISORS LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2019Q4. And since then MAGNOLIA CAPITAL ADVISORS LLC has made 9 purchases of SCHD, at an average price of $40.17, for a total of 968,877.00 shares. In addition, there have been 7 sales at an average price of $48.87 for 645,550.00 shares. Based on historical transaction data and SCHD's current price of $27.38, MAGNOLIA CAPITAL ADVISORS LLC's estimated gain on his SCHD holdings is $1.48 Mil, reflecting a 3.80% gain to date.
MAGNOLIA CAPITAL ADVISORS LLC SCHD ($27.38) Holding Chart
MAGNOLIA CAPITAL ADVISORS LLC 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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