Martel Wealth Advisors Inc SCHV Holdings History
Martel Wealth Advisors Inc's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-06-30, Martel Wealth Advisors Inc held 522,059.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $14.45 Mil. This investment constitutes 2.68% of their stock portfolio, and Martel Wealth Advisors Inc now holds 0.11% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2019Q4. And since then Martel Wealth Advisors Inc has made 7 purchases of SCHV, at an average price of $38.64, for a total of 595,148.00 shares. In addition, there have been 6 sales at an average price of $50.77 for 73,089.00 shares. Based on historical transaction data and SCHV's current price of $27.99, Martel Wealth Advisors Inc's estimated gain on his SCHV holdings is $-4.67 Mil, reflecting a -20.31% gain to date.
Martel Wealth Advisors Inc SCHV ($27.99) Holding Chart
Martel Wealth Advisors Inc SCHV ($27.99) 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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