Mayfair Advisory Group, LLC SCHD Holdings History
Mayfair Advisory Group, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Mayfair Advisory Group, LLC held 472,885.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $13.22 Mil. This investment constitutes 7.63% of their stock portfolio, and Mayfair Advisory Group, LLC now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2019Q4. And since then Mayfair Advisory Group, LLC has made 19 purchases of SCHD, at an average price of $40.30, for a total of 506,259.00 shares. In addition, there have been 2 sales at an average price of $75.67 for 33,374.00 shares. Based on historical transaction data and SCHD's current price of $27.32, Mayfair Advisory Group, LLC's estimated gain on his SCHD holdings is $-4.96 Mil, reflecting a -24.30% gain to date.
Mayfair Advisory Group, LLC SCHD ($27.32) Holding Chart
Mayfair Advisory Group, LLC SCHD ($27.32) 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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