Advisory Alpha, LLC SCHA Holdings History
Advisory Alpha, LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-03-31, Advisory Alpha, LLC held 3.80 Mil shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $88.99 Mil. This investment constitutes 3.03% of their stock portfolio, and Advisory Alpha, LLC now holds 0.55% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2018Q2. And since then Advisory Alpha, LLC has made 20 purchases of SCHA, at an average price of $33.33, for a total of 4.65 Mil shares. In addition, there have been 8 sales at an average price of $31.69 for 847,268.00 shares. Based on historical transaction data and SCHA's current price of $25.27, Advisory Alpha, LLC's estimated gain on his SCHA holdings is $-32.03 Mil, reflecting a -20.68% gain to date.
Advisory Alpha, LLC SCHA ($25.27) Holding Chart
Advisory Alpha, LLC SCHA ($25.27) 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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