LWM ADVISORS INC SCHV Holdings History
LWM ADVISORS INC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-06-30, LWM ADVISORS INC held 12,017.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $332,510.00. This investment constitutes 0.32% of their stock portfolio, and LWM ADVISORS INC now holds 0% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2025Q1. And since then LWM ADVISORS INC has made 2 purchases of SCHV, at an average price of $26.84, for a total of 12,017.00 shares. Based on historical transaction data and SCHV's current price of $28.03, LWM ADVISORS INC's estimated gain on his SCHV holdings is $14,304.08, reflecting a 4.43% gain to date.
LWM ADVISORS INC SCHV ($28.03) Holding Chart
LWM ADVISORS INC SCHV ($28.03) 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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