Secrest Blakey & Associates, LLC SCHD Holdings History
Secrest Blakey & Associates, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2020-09-30, Secrest Blakey & Associates, LLC held 25,818.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $1.43 Mil. This investment constitutes 3.29% of their stock portfolio, and Secrest Blakey & Associates, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2018Q2. And since then Secrest Blakey & Associates, LLC has made 6 purchases of SCHD, at an average price of $50.38, for a total of 37,154.00 shares. In addition, there have been 4 sales at an average price of $54.18 for 11,336.00 shares. Based on historical transaction data and SCHD's current price of $27.14, Secrest Blakey & Associates, LLC's estimated gain on his SCHD holdings is $-556,830.66, reflecting a -29.75% gain to date.
Secrest Blakey & Associates, LLC SCHD ($27.14) Holding Chart
Secrest Blakey & Associates, LLC SCHD ($27.14) 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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