Paladin Advisory Group, LLC SCHD Holdings History
Paladin Advisory Group, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Paladin Advisory Group, LLC held 142,984.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $4.00 Mil. This investment constitutes 3.2% of their stock portfolio, and Paladin Advisory Group, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q1. And since then Paladin Advisory Group, LLC has made 7 purchases of SCHD, at an average price of $54.81, for a total of 213,304.00 shares. In addition, there have been 5 sales at an average price of $74.58 for 70,320.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Paladin Advisory Group, LLC's estimated gain on his SCHD holdings is $-2.58 Mil, reflecting a -22.10% gain to date.
Paladin Advisory Group, LLC SCHD ($27.02) Holding Chart
Paladin Advisory Group, LLC 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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