Nabity-Jensen Investment Management Inc SCHD Holdings History
Nabity-Jensen Investment Management Inc's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Nabity-Jensen Investment Management Inc held 124,812.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $3.31 Mil. This investment constitutes 2.44% of their stock portfolio, and Nabity-Jensen Investment Management Inc now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2023Q4. And since then Nabity-Jensen Investment Management Inc has made 1 purchases of SCHD, at an average price of $23.85, for a total of 165,027.00 shares. In addition, there have been 2 sales at an average price of $27.24 for 40,215.00 shares. Based on historical transaction data and SCHD's current price of $27.38, Nabity-Jensen Investment Management Inc's estimated gain on his SCHD holdings is $576,760.11, reflecting a 14.66% gain to date.
Nabity-Jensen Investment Management Inc SCHD ($27.38) Holding Chart
Nabity-Jensen Investment Management Inc SCHD ($27.38) 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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