Northeast Financial Group, Inc. SCHD Holdings History
Northeast Financial Group, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Northeast Financial Group, Inc. held 518,741.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $13.75 Mil. This investment constitutes 4.01% of their stock portfolio, and Northeast Financial Group, Inc. now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2020Q4. And since then Northeast Financial Group, Inc. has made 10 purchases of SCHD, at an average price of $42.73, for a total of 697,116.00 shares. In addition, there have been 7 sales at an average price of $54.12 for 178,375.00 shares. Based on historical transaction data and SCHD's current price of $27.24, Northeast Financial Group, Inc.'s estimated gain on his SCHD holdings is $-6.01 Mil, reflecting a -20.16% gain to date.
Northeast Financial Group, Inc. SCHD ($27.24) Holding Chart
Northeast Financial Group, Inc. SCHD ($27.24) 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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