BCK Partners, Inc. SCHA Holdings History

Number of Shares
48,990.00
Current Holdings Value*
$1.15 Mil
% of Portfolio
0.72%
Total Estimate Gain
$-219,037.67
% of Total Estimate Gain
-6.50%

BCK Partners, Inc.'s Schwab U.S. Small-Cap ETF Holding Summary

As of 2025-03-31, BCK Partners, Inc. held 48,990.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $1.15 Mil. This investment constitutes 0.72% of their stock portfolio, and BCK Partners, Inc. now holds 0.01% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.

The initial trade took place in 2020Q4. And since then BCK Partners, Inc. has made 3 purchases of SCHA, at an average price of $35.75, for a total of 94,273.00 shares. In addition, there have been 14 sales at an average price of $41.54 for 45,283.00 shares. Based on historical transaction data and SCHA's current price of $25.93, BCK Partners, Inc.'s estimated gain on his SCHA holdings is $-219,037.67, reflecting a -6.50% gain to date.

BCK Partners, Inc. SCHA ($25.93) Holding Chart

BCK Partners, Inc. SCHA ($25.93) 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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