SevenBridge Financial Group, LLC SCHD Holdings History
SevenBridge Financial Group, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, SevenBridge Financial Group, LLC held 346,363.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $9.15 Mil. This investment constitutes 1.8% of their stock portfolio, and SevenBridge Financial Group, 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 SevenBridge Financial Group, LLC has made 23 purchases of SCHD, at an average price of $31.30, for a total of 1.32 Mil shares. In addition, there have been 5 sales at an average price of $29.32 for 969,370.00 shares. Based on historical transaction data and SCHD's current price of $27.31, SevenBridge Financial Group, LLC's estimated gain on his SCHD holdings is $-3.30 Mil, reflecting a -8.01% gain to date.
SevenBridge Financial Group, LLC SCHD ($27.31) Holding Chart
SevenBridge Financial Group, LLC SCHD ($27.31) 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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