Broadview Financial Management, LLC SCHA Holdings History
Broadview Financial Management, LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-03-31, Broadview Financial Management, LLC held - shares of Schwab U.S. Small-Cap ETF(SCHA), totaling N/A. This investment constitutes 0% of their stock portfolio, and Broadview Financial Management, LLC now holds 0% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2018Q2. And since then Broadview Financial Management, LLC has made 15 purchases of SCHA, at an average price of $31.42, for a total of 24,785.00 shares. In addition, there have been 9 sales at an average price of $33.34 for 24,785.00 shares. Based on historical transaction data and SCHA's current price of $26.20, Broadview Financial Management, LLC's estimated gain on his SCHA holdings is $47,374.87, reflecting a 6.08% gain to date.
Broadview Financial Management, LLC SCHA ($26.20) Holding Chart
Broadview Financial Management, LLC SCHA ($26.20) 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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