Number of Shares
221,607.00
Current Holdings Value*
$5.19 Mil
% of Portfolio
4.07%
Total Estimate Gain
$-1.45 Mil
% of Total Estimate Gain
-19.76%

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 $26.20, GUERRA PAN ADVISORS, LLC's estimated gain on his SCHA holdings is $-1.45 Mil, reflecting a -19.76% gain to date.

GUERRA PAN ADVISORS, LLC SCHA ($26.20) Holding Chart

GUERRA PAN ADVISORS, LLC SCHA ($26.20) 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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