MJT & Associates Financial Advisory Group, Inc. SCHD Holdings History
MJT & Associates Financial Advisory Group, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, MJT & Associates Financial Advisory Group, Inc. held 556,114.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $15.55 Mil. This investment constitutes 14.93% of their stock portfolio, and MJT & Associates Financial Advisory Group, Inc. now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and SCHD's current price of $26.87, MJT & Associates Financial Advisory Group, Inc.'s estimated gain on his SCHD holdings is $-561,675.14, reflecting a -3.62% gain to date.
MJT & Associates Financial Advisory Group, Inc. SCHD ($26.87) Holding Chart
MJT & Associates Financial Advisory Group, Inc. SCHD ($26.87) 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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