ECIO, Inc. SCHD Holdings History
Number of Shares
814,757.00
Current Holdings Value*
$22.78 Mil
% of Portfolio
15.14%
Total Estimate Gain
$-480,706.63
% of Total Estimate Gain
-2.12%
eCIO, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, eCIO, Inc. held 814,757.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $22.78 Mil. This investment constitutes 15.14% of their stock portfolio, and eCIO, Inc. now holds 0.03% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and SCHD's current price of $27.29, eCIO, Inc.'s estimated gain on his SCHD holdings is $-480,706.63, reflecting a -2.12% gain to date.
eCIO, Inc. SCHD ($27.29) Holding Chart
eCIO, Inc. SCHD ($27.29) 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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