Spinnaker Investment Group, LLC SCHD Holdings History
Spinnaker Investment Group, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Spinnaker Investment Group, LLC held 1.62 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $42.82 Mil. This investment constitutes 10.06% of their stock portfolio, and Spinnaker Investment Group, LLC now holds 0.06% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2021Q4. And since then Spinnaker Investment Group, LLC has made 12 purchases of SCHD, at an average price of $42.12, for a total of 1.74 Mil shares. In addition, there have been 2 sales at an average price of $28.23 for 127,287.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Spinnaker Investment Group, LLC's estimated gain on his SCHD holdings is $-26.17 Mil, reflecting a -35.64% gain to date.
Spinnaker Investment Group, LLC SCHD ($27.02) Holding Chart
Spinnaker Investment Group, LLC 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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