Ted Buchan & Co SCHD Holdings History
Ted Buchan & Co's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Ted Buchan & Co held 302,099.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $8.45 Mil. This investment constitutes 3.99% of their stock portfolio, and Ted Buchan & Co now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2023Q1. And since then Ted Buchan & Co has made 7 purchases of SCHD, at an average price of $42.27, for a total of 302,099.00 shares. Based on historical transaction data and SCHD's current price of $27.09, Ted Buchan & Co's estimated gain on his SCHD holdings is $-4.59 Mil, reflecting a -35.93% gain to date.
Ted Buchan & Co SCHD ($27.09) Holding Chart
Ted Buchan & Co SCHD ($27.09) 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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