NewFocus Financial Group, LLC SCHD Holdings History
NewFocus Financial Group, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2020-12-31, NewFocus Financial Group, LLC held 109,159.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $7.00 Mil. This investment constitutes 2.07% of their stock portfolio, and NewFocus Financial 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 NewFocus Financial Group, LLC has made 4 purchases of SCHD, at an average price of $55.07, for a total of 165,608.00 shares. In addition, there have been 1 sales at an average price of $50.55 for 56,449.00 shares. Based on historical transaction data and SCHD's current price of $26.87, NewFocus Financial Group, LLC's estimated gain on his SCHD holdings is $-3.33 Mil, reflecting a -36.55% gain to date.
NewFocus Financial Group, LLC SCHD ($26.87) Holding Chart
NewFocus Financial Group, LLC SCHD ($26.87) 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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