MFA Wealth Services SCHD Holdings History
MFA Wealth Services's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, MFA Wealth Services held 275,281.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $7.70 Mil. This investment constitutes 6.33% of their stock portfolio, and MFA Wealth Services now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $27.88 for 59,659.00 shares. Based on historical transaction data and SCHD's current price of $27.02, MFA Wealth Services's estimated gain on his SCHD holdings is $-420,958.66, reflecting a -4.42% gain to date.
MFA Wealth Services SCHD ($27.02) Holding Chart
MFA Wealth Services 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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