Platform Technology Partners SCHD Holdings History
Platform Technology Partners's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Platform Technology Partners held 300,053.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $8.39 Mil. This investment constitutes 2.44% of their stock portfolio, and Platform Technology Partners now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2020Q2. And since then Platform Technology Partners has made 12 purchases of SCHD, at an average price of $41.21, for a total of 338,493.00 shares. In addition, there have been 4 sales at an average price of $71.86 for 38,440.00 shares. Based on historical transaction data and SCHD's current price of $26.20, Platform Technology Partners's estimated gain on his SCHD holdings is $-3.33 Mil, reflecting a -23.84% gain to date.
Platform Technology Partners SCHD ($26.20) Holding Chart
Platform Technology Partners SCHD ($26.20) 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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