Number of Shares
432,446.00
Current Holdings Value*
$11.14 Mil
% of Portfolio
2.52%
Total Estimate Gain
$651,490.98
% of Total Estimate Gain
4.67%

NORTHWEST INVESTMENT COUNSELORS, LLC's Schwab U.S. Small-Cap ETF Holding Summary

As of 2024-09-30, NORTHWEST INVESTMENT COUNSELORS, LLC held 432,446.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $11.14 Mil. This investment constitutes 2.52% of their stock portfolio, and NORTHWEST INVESTMENT COUNSELORS, LLC now holds 0.06% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.

The initial trade took place in 2015Q4. And since then NORTHWEST INVESTMENT COUNSELORS, LLC has made 14 purchases of SCHA, at an average price of $26.73, for a total of 521,448.00 shares. In addition, there have been 13 sales at an average price of $41.70 for 89,002.00 shares. Based on historical transaction data and SCHA's current price of $25.16, NORTHWEST INVESTMENT COUNSELORS, LLC's estimated gain on his SCHA holdings is $651,490.98, reflecting a 4.67% gain to date.

NORTHWEST INVESTMENT COUNSELORS, LLC SCHA ($25.16) Holding Chart

NORTHWEST INVESTMENT COUNSELORS, LLC SCHA ($25.16) 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