Main Street Financial Solutions, LLC SCHD Holdings History
Main Street Financial Solutions, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Main Street Financial Solutions, LLC held 1.71 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $47.91 Mil. This investment constitutes 4.16% of their stock portfolio, and Main Street Financial Solutions, LLC now holds 0.07% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2020Q4. And since then Main Street Financial Solutions, LLC has made 16 purchases of SCHD, at an average price of $39.36, for a total of 1.72 Mil shares. In addition, there have been 1 sales at an average price of $75.21 for 1,508.00 shares. Based on historical transaction data and SCHD's current price of $27.09, Main Street Financial Solutions, LLC's estimated gain on his SCHD holdings is $-20.97 Mil, reflecting a -31.07% gain to date.
Main Street Financial Solutions, LLC SCHD ($27.09) Holding Chart
Main Street Financial Solutions, LLC SCHD ($27.09) 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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