HRC WEALTH MANAGEMENT, LLC SCHV Holdings History
HRC WEALTH MANAGEMENT, LLC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, HRC WEALTH MANAGEMENT, LLC held 1.20 Mil shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $31.89 Mil. This investment constitutes 19.79% of their stock portfolio, and HRC WEALTH MANAGEMENT, LLC now holds 0.26% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2023Q4. And since then HRC WEALTH MANAGEMENT, LLC has made 4 purchases of SCHV, at an average price of $38.75, for a total of 1.20 Mil shares. In addition, there have been 1 sales at an average price of $71.93 for 147.00 shares. Based on historical transaction data and SCHV's current price of $28.06, HRC WEALTH MANAGEMENT, LLC's estimated gain on his SCHV holdings is $-12.82 Mil, reflecting a -27.58% gain to date.
HRC WEALTH MANAGEMENT, LLC SCHV ($28.06) Holding Chart
HRC WEALTH MANAGEMENT, LLC SCHV ($28.06) 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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