SevenOneSeven Capital Management SCHD Holdings History
SevenOneSeven Capital Management's Schwab US Dividend Equity ETF Holding Summary
As of 2023-12-31, SevenOneSeven Capital Management held 3,011.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $229,980.00. This investment constitutes 10.6% of their stock portfolio, and SevenOneSeven Capital Management now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2021Q2. And since then SevenOneSeven Capital Management has made 6 purchases of SCHD, at an average price of $75.56, for a total of 67,293.00 shares. In addition, there have been 5 sales at an average price of $71.83 for 64,282.00 shares. Based on historical transaction data and SCHD's current price of $27.02, SevenOneSeven Capital Management's estimated gain on his SCHD holdings is $-385,967.75, reflecting a -7.59% gain to date.
SevenOneSeven Capital Management SCHD ($27.02) Holding Chart
SevenOneSeven Capital Management 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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