Number of Shares
282,070.00
Current Holdings Value*
$7.71 Mil
% of Portfolio
4.65%
Total Estimate Gain
$431,720.82
% of Total Estimate Gain
2.27%

Tull Financial Group, Inc.'s Schwab US Dividend Equity ETF Holding Summary

As of 2024-12-31, Tull Financial Group, Inc. held 282,070.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $7.71 Mil. This investment constitutes 4.65% of their stock portfolio, and Tull Financial Group, Inc. now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.

The initial trade took place in 2024Q3. In addition, there have been 1 sales at an average price of $28.43 for 414,938.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Tull Financial Group, Inc.'s estimated gain on his SCHD holdings is $431,720.82, reflecting a 2.27% gain to date.

Tull Financial Group, Inc. SCHD ($27.02) Holding Chart

Tull Financial Group, Inc. 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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