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 %

Top Ranked Articles

  • 1