APPLETON GROUP, LLC SCHA Holdings History
APPLETON GROUP, LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2023-09-30, APPLETON GROUP, LLC held 14,447.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $598,400.00. This investment constitutes 2.09% of their stock portfolio, and APPLETON GROUP, LLC now holds 0% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2017Q1. And since then APPLETON GROUP, LLC has made 10 purchases of SCHA, at an average price of $36.33, for a total of 1.39 Mil shares. In addition, there have been 12 sales at an average price of $40.43 for 1.37 Mil shares. Based on historical transaction data and SCHA's current price of $26.08, APPLETON GROUP, LLC's estimated gain on his SCHA holdings is $5.48 Mil, reflecting a 10.88% gain to date.
APPLETON GROUP, LLC SCHA ($26.08) Holding Chart
APPLETON GROUP, LLC SCHA ($26.08) 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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