PACES FERRY WEALTH ADVISORS, LLC SCHV Holdings History
PACES FERRY WEALTH ADVISORS, LLC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, PACES FERRY WEALTH ADVISORS, LLC held 216,866.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $5.76 Mil. This investment constitutes 2.87% of their stock portfolio, and PACES FERRY WEALTH ADVISORS, LLC now holds 0.05% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2020Q3. And since then PACES FERRY WEALTH ADVISORS, LLC has made 11 purchases of SCHV, at an average price of $41.16, for a total of 279,618.00 shares. In addition, there have been 6 sales at an average price of $66.20 for 62,752.00 shares. Based on historical transaction data and SCHV's current price of $28.00, PACES FERRY WEALTH ADVISORS, LLC's estimated gain on his SCHV holdings is $-1.28 Mil, reflecting a -11.16% gain to date.
PACES FERRY WEALTH ADVISORS, LLC SCHV ($28.00) Holding Chart
PACES FERRY WEALTH ADVISORS, LLC SCHV ($28.00) 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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