PCA Investment Advisory Services Inc. SCHD Holdings History
PCA Investment Advisory Services Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, PCA Investment Advisory Services Inc. held 227,447.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $6.36 Mil. This investment constitutes 3.36% of their stock portfolio, and PCA Investment Advisory Services Inc. now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2023Q1. And since then PCA Investment Advisory Services Inc. has made 6 purchases of SCHD, at an average price of $43.89, for a total of 232,110.00 shares. In addition, there have been 2 sales at an average price of $71.38 for 4,663.00 shares. Based on historical transaction data and SCHD's current price of $27.02, PCA Investment Advisory Services Inc.'s estimated gain on his SCHD holdings is $-3.71 Mil, reflecting a -36.41% gain to date.
PCA Investment Advisory Services Inc. SCHD ($27.02) Holding Chart
PCA Investment Advisory Services Inc. SCHD ($27.02) 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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