Number of Shares
120,288.00
Current Holdings Value*
$3.59 Mil
% of Portfolio
0.07%
Total Estimate Gain
$-507,327.24
% of Total Estimate Gain
-12.11%

Donor Advised Charitable Giving, Inc.'s Schwab 1000 Index ETF Holding Summary

As of 2025-06-30, Donor Advised Charitable Giving, Inc. held 120,288.00 shares of Schwab 1000 Index ETF(SCHK), totaling $3.59 Mil. This investment constitutes 0.07% of their stock portfolio, and Donor Advised Charitable Giving, Inc. now holds 0.08% of the outstanding Schwab 1000 Index ETF(SCHK) stock.

The initial trade took place in 2021Q1. And since then Donor Advised Charitable Giving, Inc. has made 5 purchases of SCHK, at an average price of $34.83, for a total of 120,288.00 shares. Based on historical transaction data and SCHK's current price of $30.61, Donor Advised Charitable Giving, Inc.'s estimated gain on his SCHK holdings is $-507,327.24, reflecting a -12.11% gain to date.

Donor Advised Charitable Giving, Inc. SCHK ($30.61) Holding Chart

Donor Advised Charitable Giving, Inc. SCHK ($30.61) 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