Pinkerton Retirement Specialists, LLC SCHD Holdings History
Pinkerton Retirement Specialists, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Pinkerton Retirement Specialists, LLC held 339,972.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $9.51 Mil. This investment constitutes 1.23% of their stock portfolio, and Pinkerton Retirement Specialists, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2018Q2. And since then Pinkerton Retirement Specialists, LLC has made 14 purchases of SCHD, at an average price of $55.82, for a total of 1.66 Mil shares. In addition, there have been 14 sales at an average price of $63.15 for 1.32 Mil shares. Based on historical transaction data and SCHD's current price of $27.24, Pinkerton Retirement Specialists, LLC's estimated gain on his SCHD holdings is $-29,407.26, reflecting a -0.03% gain to date.
Pinkerton Retirement Specialists, LLC SCHD ($27.24) Holding Chart
Pinkerton Retirement Specialists, LLC SCHD ($27.24) 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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