PIERSHALE FINANCIAL GROUP, INC. SCHV Holdings History
PIERSHALE FINANCIAL GROUP, INC.'s Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2023-06-30, PIERSHALE FINANCIAL GROUP, INC. held 93,239.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $6.26 Mil. This investment constitutes 3.99% of their stock portfolio, and PIERSHALE FINANCIAL GROUP, INC. now holds 0.06% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2015Q4. And since then PIERSHALE FINANCIAL GROUP, INC. has made 6 purchases of SCHV, at an average price of $57.53, for a total of 681,758.00 shares. In addition, there have been 4 sales at an average price of $55.82 for 588,519.00 shares. Based on historical transaction data and SCHV's current price of $27.99, PIERSHALE FINANCIAL GROUP, INC.'s estimated gain on his SCHV holdings is $-3.76 Mil, reflecting a -9.59% gain to date.
PIERSHALE FINANCIAL GROUP, INC. SCHV ($27.99) Holding Chart
PIERSHALE FINANCIAL GROUP, 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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