Number of Shares
35,158.00
Current Holdings Value*
$789,650.00
% of Portfolio
1.64%
Total Estimate Gain
$15,817.58
% of Total Estimate Gain
2.02%

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 $22.69, Bestgate Wealth Advisors, LLC's estimated gain on his SCHI holdings is $15,817.58, reflecting a 2.02% gain to date.

Bestgate Wealth Advisors, LLC SCHI ($22.69) Holding Chart

Bestgate Wealth Advisors, LLC SCHI ($22.69) 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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