Tull Financial Group, Inc. SCHD Holdings History
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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