PKS Advisory Services, LLC SCHD Holdings History
PKS Advisory Services, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, PKS Advisory Services, LLC held 107,785.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $2.87 Mil. This investment constitutes 0.79% of their stock portfolio, and PKS Advisory Services, LLC now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2024Q4. And since then PKS Advisory Services, LLC has made 1 purchases of SCHD, at an average price of $28.04, for a total of 107,785.00 shares. Based on historical transaction data and SCHD's current price of $27.31, PKS Advisory Services, LLC's estimated gain on his SCHD holdings is $-78,826.80, reflecting a -2.61% gain to date.
PKS Advisory Services, LLC SCHD ($27.31) Holding Chart
PKS Advisory Services, LLC SCHD ($27.31) 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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