Cadence Wealth Management LLC SCHV Holdings History
Cadence Wealth Management LLC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, Cadence Wealth Management LLC held 160,812.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $4.27 Mil. This investment constitutes 3.16% of their stock portfolio, and Cadence Wealth Management LLC now holds 0.04% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2021Q1. And since then Cadence Wealth Management LLC has made 7 purchases of SCHV, at an average price of $33.52, for a total of 168,249.00 shares. In addition, there have been 9 sales at an average price of $67.54 for 7,437.00 shares. Based on historical transaction data and SCHV's current price of $28.12, Cadence Wealth Management LLC's estimated gain on his SCHV holdings is $-616,452.17, reflecting a -10.93% gain to date.
Cadence Wealth Management LLC SCHV ($28.12) Holding Chart
Cadence Wealth Management LLC SCHV ($28.12) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
