Planning Capital Management Corp SCHD Holdings History
Planning Capital Management Corp's Schwab US Dividend Equity ETF Holding Summary
As of 2024-09-30, Planning Capital Management Corp held 80,421.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $2.27 Mil. This investment constitutes 1.5% of their stock portfolio, and Planning Capital Management Corp now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2023Q4. And since then Planning Capital Management Corp has made 2 purchases of SCHD, at an average price of $45.68, for a total of 91,942.00 shares. In addition, there have been 1 sales at an average price of $77.50 for 11,521.00 shares. Based on historical transaction data and SCHD's current price of $27.38, Planning Capital Management Corp's estimated gain on his SCHD holdings is $-1.10 Mil, reflecting a -26.31% gain to date.
Planning Capital Management Corp SCHD ($27.38) Holding Chart
Planning Capital Management Corp SCHD ($27.38) 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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