Financial Advisors, LLC SCHV Holdings History
Financial Advisors, LLC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, Financial Advisors, LLC held 2.70 Mil shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $71.78 Mil. This investment constitutes 14.16% of their stock portfolio, and Financial Advisors, LLC now holds 0.59% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2018Q4. And since then Financial Advisors, LLC has made 23 purchases of SCHV, at an average price of $39.79, for a total of 2.72 Mil shares. In addition, there have been 1 sales at an average price of $26.84 for 24,193.00 shares. Based on historical transaction data and SCHV's current price of $27.94, Financial Advisors, LLC's estimated gain on his SCHV holdings is $-32.32 Mil, reflecting a -29.81% gain to date.
Financial Advisors, LLC SCHV ($27.94) Holding Chart
Financial Advisors, LLC SCHV ($27.94) 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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