Trinity Financial Advisors LLC SCHD Holdings History
Trinity Financial Advisors LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Trinity Financial Advisors LLC held 469,442.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $12.44 Mil. This investment constitutes 3.81% of their stock portfolio, and Trinity Financial Advisors LLC now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q2. And since then Trinity Financial Advisors LLC has made 12 purchases of SCHD, at an average price of $46.61, for a total of 548,102.00 shares. In addition, there have been 1 sales at an average price of $71.49 for 78,660.00 shares. Based on historical transaction data and SCHD's current price of $27.28, Trinity Financial Advisors LLC's estimated gain on his SCHD holdings is $-7.12 Mil, reflecting a -27.86% gain to date.
Trinity Financial Advisors LLC SCHD ($27.28) Holding Chart
Trinity Financial Advisors LLC SCHD ($27.28) 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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