AMERICAN FINANCIAL & TAX STRATEGIES INC SCHV Holdings History
AMERICAN FINANCIAL & TAX STRATEGIES INC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, AMERICAN FINANCIAL & TAX STRATEGIES INC held 143,707.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $3.82 Mil. This investment constitutes 2.05% of their stock portfolio, and AMERICAN FINANCIAL & TAX STRATEGIES INC now holds 0.03% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2023Q4. And since then AMERICAN FINANCIAL & TAX STRATEGIES INC has made 2 purchases of SCHV, at an average price of $39.93, for a total of 155,454.00 shares. In addition, there have been 2 sales at an average price of $26.84 for 11,747.00 shares. Based on historical transaction data and SCHV's current price of $28.06, AMERICAN FINANCIAL & TAX STRATEGIES INC's estimated gain on his SCHV holdings is $-1.86 Mil, reflecting a -29.97% gain to date.
AMERICAN FINANCIAL & TAX STRATEGIES INC SCHV ($28.06) Holding Chart
AMERICAN FINANCIAL & TAX STRATEGIES INC SCHV ($28.06) 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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