Martin Worley Group SCHD Holdings History
Martin Worley Group's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Martin Worley Group held 173,689.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $4.86 Mil. This investment constitutes 2.77% of their stock portfolio, and Martin Worley Group now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2024Q4. And since then Martin Worley Group has made 1 purchases of SCHD, at an average price of $28.42, for a total of 173,689.00 shares. Based on historical transaction data and SCHD's current price of $27.06, Martin Worley Group's estimated gain on his SCHD holdings is $-236,710.93, reflecting a -4.79% gain to date.
Martin Worley Group SCHD ($27.06) Holding Chart
Martin Worley Group SCHD ($27.06) 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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