O'Connor Financial Group LLC SCHD Holdings History
O'Connor Financial Group LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, O'Connor Financial Group LLC held 352,689.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $9.65 Mil. This investment constitutes 4.25% of their stock portfolio, and O'Connor Financial Group LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2023Q1. And since then O'Connor Financial Group LLC has made 9 purchases of SCHD, at an average price of $39.44, for a total of 352,689.00 shares. Based on historical transaction data and SCHD's current price of $27.24, O'Connor Financial Group LLC's estimated gain on his SCHD holdings is $-4.30 Mil, reflecting a -30.94% gain to date.
O'Connor Financial Group LLC SCHD ($27.24) Holding Chart
O'Connor Financial Group LLC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
