PPS&V ASSET MANAGEMENT CONSULTANTS, INC. SCHD Holdings History
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, PPS&V ASSET MANAGEMENT CONSULTANTS, INC. held 286,478.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $7.59 Mil. This investment constitutes 4.79% of their stock portfolio, and PPS&V ASSET MANAGEMENT CONSULTANTS, INC. now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q4. And since then PPS&V ASSET MANAGEMENT CONSULTANTS, INC. has made 6 purchases of SCHD, at an average price of $42.65, for a total of 290,671.00 shares. In addition, there have been 4 sales at an average price of $72.71 for 4,193.00 shares. Based on historical transaction data and SCHD's current price of $27.02, PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s estimated gain on his SCHD holdings is $-4.35 Mil, reflecting a -35.09% gain to date.
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. SCHD ($27.02) Holding Chart
PPS&V ASSET MANAGEMENT CONSULTANTS, 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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