Walker Financial Services, Inc. SCHD Holdings History
Walker Financial Services, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Walker Financial Services, Inc. held 1.52 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $40.36 Mil. This investment constitutes 18.34% of their stock portfolio, and Walker Financial Services, Inc. now holds 0.06% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q4. And since then Walker Financial Services, Inc. has made 8 purchases of SCHD, at an average price of $40.34, for a total of 1.54 Mil shares. In addition, there have been 2 sales at an average price of $71.49 for 20,910.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Walker Financial Services, Inc.'s estimated gain on his SCHD holdings is $-19.64 Mil, reflecting a -31.53% gain to date.
Walker Financial Services, Inc. SCHD ($27.02) Holding Chart
Walker Financial Services, 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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