SRH ADVISORS, LLC SCHD Holdings History
SRH ADVISORS, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, SRH ADVISORS, LLC held 942,552.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $26.35 Mil. This investment constitutes 8.14% of their stock portfolio, and SRH ADVISORS, LLC now holds 0.04% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2015Q1. And since then SRH ADVISORS, LLC has made 23 purchases of SCHD, at an average price of $41.98, for a total of 989,434.00 shares. In addition, there have been 7 sales at an average price of $34.12 for 46,882.00 shares. Based on historical transaction data and SCHD's current price of $27.02, SRH ADVISORS, LLC's estimated gain on his SCHD holdings is $-14.47 Mil, reflecting a -34.83% gain to date.
SRH ADVISORS, LLC SCHD ($27.02) Holding Chart
SRH ADVISORS, LLC 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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