NCM Capital Management, LLC SCHD Holdings History
NCM Capital Management, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, NCM Capital Management, LLC held 239,114.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $6.69 Mil. This investment constitutes 3.01% of their stock portfolio, and NCM Capital Management, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2021Q4. And since then NCM Capital Management, LLC has made 9 purchases of SCHD, at an average price of $41.20, for a total of 245,808.00 shares. In addition, there have been 4 sales at an average price of $75.02 for 6,694.00 shares. Based on historical transaction data and SCHD's current price of $27.28, NCM Capital Management, LLC's estimated gain on his SCHD holdings is $-3.10 Mil, reflecting a -30.62% gain to date.
NCM Capital Management, LLC SCHD ($27.28) Holding Chart
NCM Capital Management, LLC SCHD ($27.28) 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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