MATHER GROUP, LLC. SCHV Holdings History
MATHER GROUP, LLC.'s Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-06-30, MATHER GROUP, LLC. held 32.99 Mil shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $912.89 Mil. This investment constitutes 9.75% of their stock portfolio, and MATHER GROUP, LLC. now holds 7.22% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2017Q1. And since then MATHER GROUP, LLC. has made 27 purchases of SCHV, at an average price of $38.70, for a total of 33.42 Mil shares. In addition, there have been 3 sales at an average price of $76.50 for 425,886.00 shares. Based on historical transaction data and SCHV's current price of $28.22, MATHER GROUP, LLC.'s estimated gain on his SCHV holdings is $-329.86 Mil, reflecting a -25.51% gain to date.
MATHER GROUP, LLC. SCHV ($28.22) Holding Chart
MATHER GROUP, LLC. SCHV ($28.22) 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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