CRITERION CAPITAL ADVISORS, LLC SCHA Holdings History
CRITERION CAPITAL ADVISORS, LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2024-12-31, CRITERION CAPITAL ADVISORS, LLC held 8,637.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $409,830.00. This investment constitutes 0.26% of their stock portfolio, and CRITERION CAPITAL ADVISORS, LLC now holds 0% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2023Q4. And since then CRITERION CAPITAL ADVISORS, LLC has made 1 purchases of SCHA, at an average price of $33.72, for a total of 17,736.00 shares. In addition, there have been 3 sales at an average price of $27.68 for 9,099.00 shares. Based on historical transaction data and SCHA's current price of $26.20, CRITERION CAPITAL ADVISORS, LLC's estimated gain on his SCHA holdings is $-119,813.90, reflecting a -20.04% gain to date.
CRITERION CAPITAL ADVISORS, LLC SCHA ($26.20) Holding Chart
CRITERION CAPITAL ADVISORS, 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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