Bestgate Wealth Advisors, LLC SCHI Holdings History
Bestgate Wealth Advisors, LLC's Schwab 5-10 Year Corporate Bond ETF Holding Summary
As of 2025-06-30, Bestgate Wealth Advisors, LLC held 35,158.00 shares of Schwab 5-10 Year Corporate Bond ETF(SCHI), totaling $789,650.00. This investment constitutes 1.64% of their stock portfolio, and Bestgate Wealth Advisors, LLC now holds 0.01% of the outstanding Schwab 5-10 Year Corporate Bond ETF(SCHI) stock.
The initial trade took place in 2025Q1. And since then Bestgate Wealth Advisors, LLC has made 1 purchases of SCHI, at an average price of $22.24, for a total of 35,158.00 shares. Based on historical transaction data and SCHI's current price of $22.65, Bestgate Wealth Advisors, LLC's estimated gain on his SCHI holdings is $14,414.78, reflecting a 1.84% gain to date.
Bestgate Wealth Advisors, LLC SCHI ($22.65) Holding Chart
Bestgate Wealth Advisors, LLC SCHI ($22.65) 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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