Number of Shares
869,155.00
Current Holdings Value*
$23.10 Mil
% of Portfolio
3.83%
Total Estimate Gain
$-8.45 Mil
% of Total Estimate Gain
-23.73%

Financial Advisors Network, Inc.'s Schwab U.S. Large-Cap Value ETF Holding Summary

As of 2025-03-31, Financial Advisors Network, Inc. held 869,155.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $23.10 Mil. This investment constitutes 3.83% of their stock portfolio, and Financial Advisors Network, Inc. now holds 0.19% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.

The initial trade took place in 2019Q1. And since then Financial Advisors Network, Inc. has made 17 purchases of SCHV, at an average price of $38.46, for a total of 925,772.00 shares. In addition, there have been 3 sales at an average price of $49.93 for 56,617.00 shares. Based on historical transaction data and SCHV's current price of $27.99, Financial Advisors Network, Inc.'s estimated gain on his SCHV holdings is $-8.45 Mil, reflecting a -23.73% gain to date.

Financial Advisors Network, Inc. SCHV ($27.99) Holding Chart

Financial Advisors Network, 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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