Probity Advisors, Inc. SCHD Holdings History
Probity Advisors, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Probity Advisors, Inc. held 29,480.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $824,260.00. This investment constitutes 0.16% of their stock portfolio, and Probity Advisors, Inc. now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2021Q1. And since then Probity Advisors, Inc. has made 3 purchases of SCHD, at an average price of $33.99, for a total of 34,386.00 shares. In addition, there have been 1 sales at an average price of $78.10 for 4,906.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Probity Advisors, Inc.'s estimated gain on his SCHD holdings is $11,068.36, reflecting a 0.95% gain to date.
Probity Advisors, Inc. SCHD ($27.02) Holding Chart
Probity Advisors, Inc. 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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