Dodds Wealth, LLC SCHV Holdings History
Dodds Wealth, LLC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, Dodds Wealth, LLC held 1.11 Mil shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $29.40 Mil. This investment constitutes 9.58% of their stock portfolio, and Dodds Wealth, LLC now holds 0.25% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2023Q4. And since then Dodds Wealth, LLC has made 2 purchases of SCHV, at an average price of $30.33, for a total of 3.94 Mil shares. In addition, there have been 3 sales at an average price of $27.14 for 2.84 Mil shares. Based on historical transaction data and SCHV's current price of $27.99, Dodds Wealth, LLC's estimated gain on his SCHV holdings is $-11.61 Mil, reflecting a -9.72% gain to date.
Dodds Wealth, LLC SCHV ($27.99) Holding Chart
Dodds Wealth, LLC SCHV ($27.99) 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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