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 2025-06-30, MJT & Associates Financial Advisory Group, Inc. held 586,061.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $15.53 Mil. This investment constitutes 19.26% 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. And since then MJT & Associates Financial Advisory Group, Inc. has made 1 purchases of SCHD, at an average price of $27.79, for a total of 586,061.00 shares. Based on historical transaction data and SCHD's current price of $26.95, MJT & Associates Financial Advisory Group, Inc.'s estimated gain on his SCHD holdings is $-492,928.95, reflecting a -3.03% gain to date.
MJT & Associates Financial Advisory Group, Inc. SCHD ($26.95) Holding Chart
MJT & Associates Financial Advisory Group, Inc. SCHD ($26.95) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
