GenWealth Group, Inc. SCHV Holdings History
GenWealth Group, Inc.'s Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-06-30, GenWealth Group, Inc. held 1.54 Mil shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $42.54 Mil. This investment constitutes 8.58% of their stock portfolio, and GenWealth Group, Inc. now holds 0.34% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2018Q2. And since then GenWealth Group, Inc. has made 21 purchases of SCHV, at an average price of $36.23, for a total of 1.64 Mil shares. In addition, there have been 7 sales at an average price of $65.94 for 105,717.00 shares. Based on historical transaction data and SCHV's current price of $28.03, GenWealth Group, Inc.'s estimated gain on his SCHV holdings is $-9.47 Mil, reflecting a -15.91% gain to date.
GenWealth Group, Inc. SCHV ($28.03) Holding Chart
GenWealth Group, Inc. SCHV ($28.03) 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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