Hurlow Wealth Management Group, Inc. SCHA Holdings History
Hurlow Wealth Management Group, Inc.'s Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-06-30, Hurlow Wealth Management Group, Inc. held 39,442.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $997,880.00. This investment constitutes 0.28% of their stock portfolio, and Hurlow Wealth Management Group, Inc. now holds 0.01% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2018Q4. And since then Hurlow Wealth Management Group, Inc. has made 9 purchases of SCHA, at an average price of $31.68, for a total of 134,449.00 shares. In addition, there have been 17 sales at an average price of $31.50 for 95,007.00 shares. Based on historical transaction data and SCHA's current price of $26.07, Hurlow Wealth Management Group, Inc.'s estimated gain on his SCHA holdings is $-239,057.88, reflecting a -5.61% gain to date.
Hurlow Wealth Management Group, Inc. SCHA ($26.07) Holding Chart
Hurlow Wealth Management Group, Inc. SCHA ($26.07) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
