GUERRA PAN ADVISORS, LLC SCHA Holdings History
GUERRA PAN ADVISORS, LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-03-31, GUERRA PAN ADVISORS, LLC held 221,607.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $5.19 Mil. This investment constitutes 4.07% of their stock portfolio, and GUERRA PAN ADVISORS, LLC now holds 0.03% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2023Q4. And since then GUERRA PAN ADVISORS, LLC has made 5 purchases of SCHA, at an average price of $32.64, for a total of 225,576.00 shares. In addition, there have been 1 sales at an average price of $25.49 for 3,969.00 shares. Based on historical transaction data and SCHA's current price of $26.53, GUERRA PAN ADVISORS, LLC's estimated gain on his SCHA holdings is $-1.38 Mil, reflecting a -18.77% gain to date.
GUERRA PAN ADVISORS, LLC SCHA ($26.53) Holding Chart
GUERRA PAN ADVISORS, LLC SCHA ($26.53) 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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