Second Half Financial Partners, LLC SCHD Holdings History
Second Half Financial Partners, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Second Half Financial Partners, LLC held 228,464.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $6.39 Mil. This investment constitutes 3.17% of their stock portfolio, and Second Half Financial Partners, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q1. And since then Second Half Financial Partners, LLC has made 6 purchases of SCHD, at an average price of $43.34, for a total of 481,322.00 shares. In addition, there have been 5 sales at an average price of $61.26 for 252,858.00 shares. Based on historical transaction data and SCHD's current price of $26.93, Second Half Financial Partners, LLC's estimated gain on his SCHD holdings is $778,552.56, reflecting a 3.73% gain to date.
Second Half Financial Partners, LLC SCHD ($26.93) Holding Chart
Second Half Financial Partners, LLC SCHD ($26.93) 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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