PETRA FINANCIAL ADVISORS INC SCHV Holdings History
PETRA FINANCIAL ADVISORS INC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, PETRA FINANCIAL ADVISORS INC held 205,502.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $5.46 Mil. This investment constitutes 4.48% of their stock portfolio, and PETRA FINANCIAL ADVISORS INC now holds 0.05% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2022Q4. And since then PETRA FINANCIAL ADVISORS INC has made 7 purchases of SCHV, at an average price of $43.44, for a total of 259,104.00 shares. In addition, there have been 3 sales at an average price of $66.45 for 53,602.00 shares. Based on historical transaction data and SCHV's current price of $28.16, PETRA FINANCIAL ADVISORS INC's estimated gain on his SCHV holdings is $-1.91 Mil, reflecting a -16.94% gain to date.
PETRA FINANCIAL ADVISORS INC SCHV ($28.16) Holding Chart
PETRA FINANCIAL ADVISORS INC SCHV ($28.16) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
