CERTIOR FINANCIAL GROUP, LLC SCHA Holdings History
CERTIOR FINANCIAL GROUP, LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-03-31, CERTIOR FINANCIAL GROUP, LLC held 131,948.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $3.09 Mil. This investment constitutes 2.51% of their stock portfolio, and CERTIOR FINANCIAL GROUP, LLC now holds 0.02% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2024Q4. And since then CERTIOR FINANCIAL GROUP, LLC has made 1 purchases of SCHA, at an average price of $26.19, for a total of 131,948.00 shares. Based on historical transaction data and SCHA's current price of $25.84, CERTIOR FINANCIAL GROUP, LLC's estimated gain on his SCHA holdings is $-46,421.54, reflecting a -1.34% gain to date.
CERTIOR FINANCIAL GROUP, LLC SCHA ($25.84) Holding Chart
CERTIOR FINANCIAL GROUP, LLC SCHA ($25.84) 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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