Balanced Rock Investment Advisors LLC SCHV Holdings History
Balanced Rock Investment Advisors LLC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, Balanced Rock Investment Advisors LLC held - shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Balanced Rock Investment Advisors LLC now holds 0% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2023Q4. And since then Balanced Rock Investment Advisors LLC has made 1 purchases of SCHV, at an average price of $48.39, for a total of 12,831.00 shares. In addition, there have been 4 sales at an average price of $43.00 for 12,831.00 shares. Based on historical transaction data and SCHV's current price of $27.43, Balanced Rock Investment Advisors LLC's estimated gain on his SCHV holdings is $-69,151.87, reflecting a -11.14% gain to date.
Balanced Rock Investment Advisors LLC SCHV ($27.43) Holding Chart
Balanced Rock Investment Advisors LLC SCHV ($27.43) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
