Safeguard Investment Advisory Group, LLC SCHD Holdings History
Safeguard Investment Advisory Group, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Safeguard Investment Advisory Group, LLC held 126,430.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $3.54 Mil. This investment constitutes 0.96% of their stock portfolio, and Safeguard Investment Advisory Group, LLC now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2020Q4. And since then Safeguard Investment Advisory Group, LLC has made 4 purchases of SCHD, at an average price of $29.69, for a total of 127,769.00 shares. In addition, there have been 1 sales at an average price of $68.24 for 1,339.00 shares. Based on historical transaction data and SCHD's current price of $27.24, Safeguard Investment Advisory Group, LLC's estimated gain on his SCHD holdings is $-258,497.60, reflecting a -6.81% gain to date.
Safeguard Investment Advisory Group, LLC SCHD ($27.24) Holding Chart
Safeguard Investment Advisory Group, LLC 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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