Bishop & Co Investment Management, LLC SCHV Holdings History
Bishop & Co Investment Management, LLC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, Bishop & Co Investment Management, LLC held 323,856.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $8.61 Mil. This investment constitutes 3.33% of their stock portfolio, and Bishop & Co Investment Management, LLC now holds 0.07% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2020Q2. And since then Bishop & Co Investment Management, LLC has made 15 purchases of SCHV, at an average price of $39.97, for a total of 343,949.00 shares. In addition, there have been 4 sales at an average price of $67.25 for 20,093.00 shares. Based on historical transaction data and SCHV's current price of $28.04, Bishop & Co Investment Management, LLC's estimated gain on his SCHV holdings is $-3.32 Mil, reflecting a -24.12% gain to date.
Bishop & Co Investment Management, LLC SCHV ($28.04) Holding Chart
Bishop & Co Investment Management, LLC SCHV ($28.04) 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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