Abound Wealth Management SCHA Holdings History
Abound Wealth Management's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-06-30, Abound Wealth Management held 135,752.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $3.43 Mil. This investment constitutes 0.97% of their stock portfolio, and Abound Wealth Management now holds 0.02% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2021Q4. And since then Abound Wealth Management has made 10 purchases of SCHA, at an average price of $30.69, for a total of 139,060.00 shares. In addition, there have been 4 sales at an average price of $43.28 for 3,308.00 shares. Based on historical transaction data and SCHA's current price of $26.08, Abound Wealth Management's estimated gain on his SCHA holdings is $-584,409.88, reflecting a -13.69% gain to date.
Abound Wealth Management SCHA ($26.08) Holding Chart
Abound Wealth Management 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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