Advisors Capital Active All Cap Fund SCHA Holdings History
Advisors Capital Active All Cap Fund's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-03-31, Advisors Capital Active All Cap Fund held - shares of Schwab U.S. Small-Cap ETF(SCHA), totaling N/A. This investment constitutes 0% of their stock portfolio, and Advisors Capital Active All Cap Fund now holds 0% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2022Q4. And since then Advisors Capital Active All Cap Fund has made 8 purchases of SCHA, at an average price of $32.93, for a total of 275,800.00 shares. In addition, there have been 1 sales at an average price of $25.49 for 275,800.00 shares. Based on historical transaction data and SCHA's current price of $26.08, Advisors Capital Active All Cap Fund's estimated gain on his SCHA holdings is $-2.05 Mil, reflecting a -22.60% gain to date.
Advisors Capital Active All Cap Fund SCHA ($26.08) Holding Chart
Advisors Capital Active All Cap Fund 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
