FAS Wealth Partners, Inc. SCHV Holdings History
FAS Wealth Partners, Inc.'s Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, FAS Wealth Partners, Inc. held 1.13 Mil shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $30.14 Mil. This investment constitutes 2.46% of their stock portfolio, and FAS Wealth Partners, Inc. now holds 0.25% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2015Q4. And since then FAS Wealth Partners, Inc. has made 20 purchases of SCHV, at an average price of $45.55, for a total of 2.04 Mil shares. In addition, there have been 10 sales at an average price of $63.74 for 905,713.00 shares. Based on historical transaction data and SCHV's current price of $27.99, FAS Wealth Partners, Inc.'s estimated gain on his SCHV holdings is $-3.43 Mil, reflecting a -3.69% gain to date.
FAS Wealth Partners, Inc. SCHV ($27.99) Holding Chart
FAS Wealth Partners, Inc. 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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