BCWM, LLC SCHV Holdings History

Number of Shares
67,263.00
Current Holdings Value*
$1.79 Mil
% of Portfolio
0.62%
Total Estimate Gain
$-613,865.04
% of Total Estimate Gain
-8.21%

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 $28.16, BCWM, LLC's estimated gain on his SCHV holdings is $-613,865.04, reflecting a -8.21% gain to date.

BCWM, LLC SCHV ($28.16) Holding Chart

BCWM, LLC SCHV ($28.16) 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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