CAPTRUST FINANCIAL ADVISORS SCHI Holdings History
CAPTRUST FINANCIAL ADVISORS's Schwab 5-10 Year Corporate Bond ETF Holding Summary
As of 2025-03-31, CAPFINANCIAL PARTNERS, LLC held 6.33 Mil shares of Schwab 5-10 Year Corporate Bond ETF(SCHI), totaling $142.18 Mil. This investment constitutes 0.36% of their stock portfolio, and CAPFINANCIAL PARTNERS, LLC now holds 1.68% of the outstanding Schwab 5-10 Year Corporate Bond ETF(SCHI) stock.
The initial trade took place in 2022Q2. And since then CAPTRUST FINANCIAL ADVISORS has made 7 purchases of SCHI, at an average price of $22.31, for a total of 6.34 Mil shares. In addition, there have been 2 sales at an average price of $21.63 for 5,444.00 shares. Based on historical transaction data and SCHI's current price of $22.51, CAPTRUST FINANCIAL ADVISORS's estimated gain on his SCHI holdings is $1.29 Mil, reflecting a 0.91% gain to date.
CAPTRUST FINANCIAL ADVISORS SCHI ($22.51) Holding Chart
CAPTRUST FINANCIAL ADVISORS SCHI ($22.51) 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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