PLANNING DIRECTIONS INC SCHD Holdings History
PLANNING DIRECTIONS INC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, PLANNING DIRECTIONS INC held 1.28 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $35.79 Mil. This investment constitutes 15.3% of their stock portfolio, and PLANNING DIRECTIONS INC now holds 0.05% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2018Q2. And since then PLANNING DIRECTIONS INC has made 26 purchases of SCHD, at an average price of $38.64, for a total of 1.34 Mil shares. In addition, there have been 2 sales at an average price of $54.34 for 63,628.00 shares. Based on historical transaction data and SCHD's current price of $26.39, PLANNING DIRECTIONS INC's estimated gain on his SCHD holdings is $-14.68 Mil, reflecting a -28.27% gain to date.
PLANNING DIRECTIONS INC SCHD ($26.39) Holding Chart
PLANNING DIRECTIONS INC SCHD ($26.39) 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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