Filbrandt Wealth Management, LLC SCHA Holdings History
Filbrandt Wealth Management, LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2021-09-30, Filbrandt Wealth Management, LLC held 731,046.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $36.59 Mil. This investment constitutes 21% of their stock portfolio, and Filbrandt Wealth Management, LLC now holds 0.11% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2019Q4. And since then Filbrandt Wealth Management, LLC has made 6 purchases of SCHA, at an average price of $34.79, for a total of 803,250.00 shares. In addition, there have been 1 sales at an average price of $48.35 for 72,204.00 shares. Based on historical transaction data and SCHA's current price of $25.55, Filbrandt Wealth Management, LLC's estimated gain on his SCHA holdings is $-5.78 Mil, reflecting a -20.67% gain to date.
Filbrandt Wealth Management, LLC SCHA ($25.55) Holding Chart
Filbrandt Wealth Management, LLC SCHA ($25.55) 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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