Raymond James Financial Services Advisors, Inc. SCHD Holdings History
Raymond James Financial Services Advisors, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2024-09-30, Raymond James Financial Services Advisors, Inc. held 17.67 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $497.97 Mil. This investment constitutes 0.66% of their stock portfolio, and Raymond James Financial Services Advisors, Inc. now holds 0.8% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2015Q3. And since then Raymond James Financial Services Advisors, Inc. has made 22 purchases of SCHD, at an average price of $41.60, for a total of 18.30 Mil shares. In addition, there have been 6 sales at an average price of $57.78 for 629,667.00 shares. Based on historical transaction data and SCHD's current price of $27.24, Raymond James Financial Services Advisors, Inc.'s estimated gain on his SCHD holdings is $-243.69 Mil, reflecting a -32.00% gain to date.
Raymond James Financial Services Advisors, Inc. SCHD ($27.24) Holding Chart
Raymond James Financial Services Advisors, Inc. 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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