Opes Advisors Inc SCHV Holdings History
Opes Advisors Inc's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2018-12-31, Opes Advisors Inc held 171,386.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $8.45 Mil. This investment constitutes 9.29% of their stock portfolio, and Opes Advisors Inc now holds 0.12% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2018Q2. And since then Opes Advisors Inc has made 2 purchases of SCHV, at an average price of $53.52, for a total of 172,076.00 shares. In addition, there have been 1 sales at an average price of $55.58 for 690.00 shares. Based on historical transaction data and SCHV's current price of $27.94, Opes Advisors Inc's estimated gain on his SCHV holdings is $-4.38 Mil, reflecting a -47.59% gain to date.
Opes Advisors Inc SCHV ($27.94) Holding Chart
Opes Advisors Inc SCHV ($27.94) 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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