Harborview Advisors, LLC SCHV Holdings History
Harborview Advisors, LLC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2021-09-30, Harborview Advisors, LLC held 123,078.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $8.30 Mil. This investment constitutes 4.65% of their stock portfolio, and Harborview Advisors, LLC now holds 0.08% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2018Q2. And since then Harborview Advisors, LLC has made 7 purchases of SCHV, at an average price of $53.93, for a total of 226,817.00 shares. In addition, there have been 7 sales at an average price of $55.68 for 103,739.00 shares. Based on historical transaction data and SCHV's current price of $28.17, Harborview Advisors, LLC's estimated gain on his SCHV holdings is $-2.99 Mil, reflecting a -24.43% gain to date.
Harborview Advisors, LLC SCHV ($28.17) Holding Chart
Harborview Advisors, LLC SCHV ($28.17) 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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