HORIZON FINANCIAL SERVICES, LLC SCHA Holdings History
HORIZON FINANCIAL SERVICES, LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-03-31, HORIZON FINANCIAL SERVICES, LLC held 252,123.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $5.91 Mil. This investment constitutes 3.29% of their stock portfolio, and HORIZON FINANCIAL SERVICES, LLC now holds 0.04% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2021Q2. And since then HORIZON FINANCIAL SERVICES, LLC has made 14 purchases of SCHA, at an average price of $26.21, for a total of 5.98 Mil shares. In addition, there have been 3 sales at an average price of $25.72 for 5.72 Mil shares. Based on historical transaction data and SCHA's current price of $26.49, HORIZON FINANCIAL SERVICES, LLC's estimated gain on his SCHA holdings is $-2.77 Mil, reflecting a -1.77% gain to date.
HORIZON FINANCIAL SERVICES, LLC SCHA ($26.49) Holding Chart
HORIZON FINANCIAL SERVICES, LLC SCHA ($26.49) 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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