Old Port Advisors SCHD Holdings History
Old Port Advisors's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Old Port Advisors held 244,109.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $6.83 Mil. This investment constitutes 2.02% of their stock portfolio, and Old Port Advisors now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2018Q2. And since then Old Port Advisors has made 21 purchases of SCHD, at an average price of $41.41, for a total of 247,576.00 shares. In addition, there have been 4 sales at an average price of $54.43 for 3,467.00 shares. Based on historical transaction data and SCHD's current price of $27.22, Old Port Advisors's estimated gain on his SCHD holdings is $-3.42 Mil, reflecting a -33.35% gain to date.
Old Port Advisors SCHD ($27.22) Holding Chart
Old Port Advisors SCHD ($27.22) 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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