Powers Advisory Group, LLC SCHD Holdings History
Powers Advisory Group, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Powers Advisory Group, LLC held 680,620.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $19.03 Mil. This investment constitutes 9.07% of their stock portfolio, and Powers Advisory Group, LLC now holds 0.03% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2021Q4. And since then Powers Advisory Group, LLC has made 13 purchases of SCHD, at an average price of $41.14, for a total of 680,620.00 shares. Based on historical transaction data and SCHD's current price of $27.14, Powers Advisory Group, LLC's estimated gain on his SCHD holdings is $-9.53 Mil, reflecting a -34.03% gain to date.
Powers Advisory Group, LLC SCHD ($27.14) Holding Chart
Powers Advisory Group, LLC SCHD ($27.14) 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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