Black Diamond Financial, LLC SCHV Holdings History
Black Diamond Financial, LLC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, Black Diamond Financial, LLC held 1.22 Mil shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $32.51 Mil. This investment constitutes 4.88% of their stock portfolio, and Black Diamond Financial, LLC now holds 0.27% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2018Q4. And since then Black Diamond Financial, LLC has made 18 purchases of SCHV, at an average price of $36.62, for a total of 1.24 Mil shares. In addition, there have been 5 sales at an average price of $59.00 for 19,426.00 shares. Based on historical transaction data and SCHV's current price of $28.16, Black Diamond Financial, LLC's estimated gain on his SCHV holdings is $-9.91 Mil, reflecting a -21.78% gain to date.
Black Diamond Financial, LLC SCHV ($28.16) Holding Chart
Black Diamond Financial, LLC SCHV ($28.16) 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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