BCWM, LLC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, BCWM, LLC held 67,263.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $1.79 Mil. This investment constitutes 0.62% of their stock portfolio, and BCWM, LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2018Q2. And since then BCWM, LLC has made 16 purchases of SCHV, at an average price of $31.63, for a total of 236,296.00 shares. In addition, there have been 11 sales at an average price of $29.38 for 169,033.00 shares. Based on historical transaction data and SCHV's current price of $28.40, BCWM, LLC's estimated gain on his SCHV holdings is $-597,721.92, reflecting a -8.00% gain to date.
BCWM, LLC SCHV ($28.40) Holding Chart
BCWM, LLC SCHV ($28.40) 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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