Athena Investment Management SCHA Holdings History
Athena Investment Management's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-03-31, Athena Investment Management held 320,605.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $7.51 Mil. This investment constitutes 4.56% of their stock portfolio, and Athena Investment Management now holds 0.05% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2022Q1. And since then Athena Investment Management has made 11 purchases of SCHA, at an average price of $35.51, for a total of 325,496.00 shares. In addition, there have been 1 sales at an average price of $25.49 for 4,891.00 shares. Based on historical transaction data and SCHA's current price of $24.87, Athena Investment Management's estimated gain on his SCHA holdings is $-3.46 Mil, reflecting a -29.93% gain to date.
Athena Investment Management SCHA ($24.87) Holding Chart
Athena Investment Management SCHA ($24.87) 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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