PETRA FINANCIAL ADVISORS INC SCHA Holdings History
PETRA FINANCIAL ADVISORS INC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-03-31, PETRA FINANCIAL ADVISORS INC held 16,970.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $397,610.00. This investment constitutes 0.33% of their stock portfolio, and PETRA FINANCIAL ADVISORS INC now holds 0% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2022Q4. And since then PETRA FINANCIAL ADVISORS INC has made 5 purchases of SCHA, at an average price of $35.32, for a total of 190,781.00 shares. In addition, there have been 5 sales at an average price of $31.37 for 173,811.00 shares. Based on historical transaction data and SCHA's current price of $26.20, PETRA FINANCIAL ADVISORS INC's estimated gain on his SCHA holdings is $-842,215.94, reflecting a -12.50% gain to date.
PETRA FINANCIAL ADVISORS INC SCHA ($26.20) Holding Chart
PETRA FINANCIAL ADVISORS INC SCHA ($26.20) 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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