Game Plan Financial Advisors, LLC SCHV Holdings History
Game Plan Financial Advisors, LLC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, Game Plan Financial Advisors, LLC held 201,219.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $5.35 Mil. This investment constitutes 3.18% of their stock portfolio, and Game Plan Financial Advisors, LLC now holds 0.04% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2019Q4. And since then Game Plan Financial Advisors, LLC has made 10 purchases of SCHV, at an average price of $37.98, for a total of 338,491.00 shares. In addition, there have been 8 sales at an average price of $38.00 for 137,272.00 shares. Based on historical transaction data and SCHV's current price of $28.02, Game Plan Financial Advisors, LLC's estimated gain on his SCHV holdings is $-2.00 Mil, reflecting a -15.57% gain to date.
Game Plan Financial Advisors, LLC SCHV ($28.02) Holding Chart
Game Plan Financial Advisors, LLC SCHV ($28.02) 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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