Barden Capital Management, Inc. SCHA Holdings History
Barden Capital Management, Inc.'s Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-03-31, Barden Capital Management, Inc. held 194,751.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $4.56 Mil. This investment constitutes 4.06% of their stock portfolio, and Barden Capital Management, Inc. now holds 0.03% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2021Q4. And since then Barden Capital Management, Inc. has made 11 purchases of SCHA, at an average price of $33.00, for a total of 234,134.00 shares. In addition, there have been 2 sales at an average price of $46.85 for 39,383.00 shares. Based on historical transaction data and SCHA's current price of $26.42, Barden Capital Management, Inc.'s estimated gain on his SCHA holdings is $-735,814.17, reflecting a -9.52% gain to date.
Barden Capital Management, Inc. SCHA ($26.42) Holding Chart
Barden Capital Management, Inc. SCHA ($26.42) 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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