LADENBURG INCOME FUND SCHV Holdings History
LADENBURG INCOME FUND's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, Northern Lights Fund Trust held 34,053.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $905,130.00. This investment constitutes 9.08% of their stock portfolio, and Northern Lights Fund Trust now holds 0.01% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2020Q1. And since then LADENBURG INCOME FUND has made 4 purchases of SCHV, at an average price of $39.21, for a total of 51,266.00 shares. In addition, there have been 10 sales at an average price of $48.45 for 17,213.00 shares. Based on historical transaction data and SCHV's current price of $27.24, LADENBURG INCOME FUND's estimated gain on his SCHV holdings is $-248,810.16, reflecting a -12.38% gain to date.
LADENBURG INCOME FUND SCHV ($27.24) Holding Chart
LADENBURG INCOME FUND SCHV ($27.24) 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
