Retirement Group, LLC SCHD Holdings History
Retirement Group, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2024-03-31, Retirement Group, LLC held 111,521.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $8.99 Mil. This investment constitutes 3.22% of their stock portfolio, and Retirement Group, LLC now holds -% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2019Q4. And since then Retirement Group, LLC has made 11 purchases of SCHD, at an average price of $64.32, for a total of 191,218.00 shares. In addition, there have been 5 sales at an average price of $72.21 for 79,697.00 shares. Based on historical transaction data and SCHD's current price of $27.33, Retirement Group, LLC's estimated gain on his SCHD holdings is $-3.50 Mil, reflecting a -28.42% gain to date.
Retirement Group, LLC SCHD ($27.33) Holding Chart
Retirement Group, LLC SCHD ($27.33) 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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