Carmichael Hill & Associates, Inc. SCHA Holdings History
Carmichael Hill & Associates, Inc.'s Schwab U.S. Small-Cap ETF Holding Summary
As of 2024-09-30, Carmichael Hill & Associates, Inc. held 131,332.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $3.38 Mil. This investment constitutes 1.2% of their stock portfolio, and Carmichael Hill & Associates, Inc. now holds 0.01% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2018Q2. And since then Carmichael Hill & Associates, Inc. has made 13 purchases of SCHA, at an average price of $30.46, for a total of 140,608.00 shares. In addition, there have been 13 sales at an average price of $39.12 for 9,276.00 shares. Based on historical transaction data and SCHA's current price of $26.14, Carmichael Hill & Associates, Inc.'s estimated gain on his SCHA holdings is $-487,215.42, reflecting a -11.37% gain to date.
Carmichael Hill & Associates, Inc. SCHA ($26.14) Holding Chart
Carmichael Hill & Associates, Inc. SCHA ($26.14) 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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