WALLER FINANCIAL PLANNING GROUP, INC SCHD Holdings History
WALLER FINANCIAL PLANNING GROUP, INC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, WALLER FINANCIAL PLANNING GROUP, INC held 728,852.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $19.31 Mil. This investment constitutes 4.67% of their stock portfolio, and WALLER FINANCIAL PLANNING GROUP, INC now holds 0.03% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q2. And since then WALLER FINANCIAL PLANNING GROUP, INC has made 9 purchases of SCHD, at an average price of $41.06, for a total of 835,749.00 shares. In addition, there have been 4 sales at an average price of $29.79 for 106,897.00 shares. Based on historical transaction data and SCHD's current price of $27.02, WALLER FINANCIAL PLANNING GROUP, INC's estimated gain on his SCHD holdings is $-11.44 Mil, reflecting a -33.33% gain to date.
WALLER FINANCIAL PLANNING GROUP, INC SCHD ($27.02) Holding Chart
WALLER FINANCIAL PLANNING 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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