Number of Shares
118,808.00
Current Holdings Value*
$3.16 Mil
% of Portfolio
2.81%
Total Estimate Gain
$-1.33 Mil
% of Total Estimate Gain
-20.27%

Barden Capital Management, Inc.'s Schwab U.S. Large-Cap Value ETF Holding Summary

As of 2025-03-31, Barden Capital Management, Inc. held 118,808.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $3.16 Mil. This investment constitutes 2.81% of their stock portfolio, and Barden Capital Management, Inc. now holds 0.03% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.

The initial trade took place in 2021Q4. And since then Barden Capital Management, Inc. has made 8 purchases of SCHV, at an average price of $44.80, for a total of 145,907.00 shares. In addition, there have been 4 sales at an average price of $68.18 for 27,099.00 shares. Based on historical transaction data and SCHV's current price of $28.31, Barden Capital Management, Inc.'s estimated gain on his SCHV holdings is $-1.33 Mil, reflecting a -20.27% gain to date.

Barden Capital Management, Inc. SCHV ($28.31) Holding Chart

Barden Capital Management, Inc. SCHV ($28.31) 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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