Confluence Wealth Management LLC SCHA Holdings History
Confluence Wealth Management LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2020-09-30, Confluence Wealth Management LLC held 179,108.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $6.25 Mil. This investment constitutes 3.07% of their stock portfolio, and Confluence Wealth Management LLC now holds 0.03% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2018Q2. And since then Confluence Wealth Management LLC has made 9 purchases of SCHA, at an average price of $33.89, for a total of 212,018.00 shares. In addition, there have been 1 sales at an average price of $32.94 for 32,910.00 shares. Based on historical transaction data and SCHA's current price of $25.84, Confluence Wealth Management LLC's estimated gain on his SCHA holdings is $-1.47 Mil, reflecting a -20.51% gain to date.
Confluence Wealth Management LLC SCHA ($25.84) Holding Chart
Confluence Wealth Management 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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