Personal Capital Advisors Corp SCHP Holdings History
Number of Shares
8.42 Mil
Current Holdings Value*
$436.16 Mil
% of Portfolio
2.12%
Total Estimate Gain
$-274.28 Mil
% of Total Estimate Gain
-55.06%
Personal Capital Advisors Corp's Schwab U.S. Tips ETF Holding Summary
As of 2022-12-31, Personal Capital Advisors Corp held 8.42 Mil shares of Schwab U.S. Tips ETF(SCHP), totaling $436.16 Mil. This investment constitutes 2.12% of their stock portfolio, and Personal Capital Advisors Corp now holds 3.24% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.
The initial trade took place in 2021Q4. And since then Personal Capital Advisors Corp has made 5 purchases of SCHP, at an average price of $59.15, for a total of 8.42 Mil shares. Based on historical transaction data and SCHP's current price of $26.58, Personal Capital Advisors Corp's estimated gain on his SCHP holdings is $-274.28 Mil, reflecting a -55.06% gain to date.
Personal Capital Advisors Corp SCHP ($26.58) Holding Chart
Personal Capital Advisors Corp SCHP ($26.58) 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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