Northern Capital Management, Inc. SCHV Holdings History
Northern Capital Management, Inc.'s Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, Northern Capital Management, Inc. held 1.18 Mil shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $31.26 Mil. This investment constitutes 20.38% of their stock portfolio, and Northern Capital Management, Inc. now holds 0.26% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2020Q4. And since then Northern Capital Management, Inc. has made 13 purchases of SCHV, at an average price of $38.63, for a total of 1.21 Mil shares. In addition, there have been 4 sales at an average price of $42.73 for 32,059.00 shares. Based on historical transaction data and SCHV's current price of $27.99, Northern Capital Management, Inc.'s estimated gain on his SCHV holdings is $-12.38 Mil, reflecting a -26.53% gain to date.
Northern Capital Management, Inc. SCHV ($27.99) Holding Chart
Northern Capital Management, 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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