McCarthy Asset Management, Inc. SCHD Holdings History
McCarthy Asset Management, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, McCarthy Asset Management, Inc. held 882,306.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $24.67 Mil. This investment constitutes 17.87% of their stock portfolio, and McCarthy Asset Management, Inc. now holds 0.03% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2020Q4. And since then McCarthy Asset Management, Inc. has made 9 purchases of SCHD, at an average price of $40.44, for a total of 968,510.00 shares. In addition, there have been 8 sales at an average price of $54.92 for 86,204.00 shares. Based on historical transaction data and SCHD's current price of $27.02, McCarthy Asset Management, Inc.'s estimated gain on his SCHD holdings is $-10.59 Mil, reflecting a -27.04% gain to date.
McCarthy Asset Management, Inc. SCHD ($27.02) Holding Chart
McCarthy Asset Management, Inc. SCHD ($27.02) 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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