Number of Shares
233,784.00
Current Holdings Value*
$5.48 Mil
% of Portfolio
3.27%
Total Estimate Gain
$-409,282.21
% of Total Estimate Gain
-3.80%

Friedenthal Financial's Schwab U.S. Small-Cap ETF Holding Summary

As of 2025-03-31, Friedenthal Financial held 233,784.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $5.48 Mil. This investment constitutes 3.27% of their stock portfolio, and Friedenthal Financial now holds 0.03% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.

The initial trade took place in 2015Q4. And since then Friedenthal Financial has made 16 purchases of SCHA, at an average price of $30.67, for a total of 350,996.00 shares. In addition, there have been 14 sales at an average price of $36.64 for 117,212.00 shares. Based on historical transaction data and SCHA's current price of $25.93, Friedenthal Financial's estimated gain on his SCHA holdings is $-409,282.21, reflecting a -3.80% gain to date.

Friedenthal Financial SCHA ($25.93) Holding Chart

Friedenthal Financial SCHA ($25.93) 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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