Plum Street Advisors, LLC SCHK Holdings History
Plum Street Advisors, LLC's Schwab 1000 Index ETF Holding Summary
As of 2025-03-31, Plum Street Advisors, LLC held 745,637.00 shares of Schwab 1000 Index ETF(SCHK), totaling $20.07 Mil. This investment constitutes 9.67% of their stock portfolio, and Plum Street Advisors, LLC now holds 0.52% of the outstanding Schwab 1000 Index ETF(SCHK) stock.
The initial trade took place in 2023Q4. And since then Plum Street Advisors, LLC has made 2 purchases of SCHK, at an average price of $21.63, for a total of 789,094.00 shares. In addition, there have been 3 sales at an average price of $26.59 for 43,457.00 shares. Based on historical transaction data and SCHK's current price of $30.11, Plum Street Advisors, LLC's estimated gain on his SCHK holdings is $6.54 Mil, reflecting a 38.30% gain to date.
Plum Street Advisors, LLC SCHK ($30.11) Holding Chart
Plum Street Advisors, LLC SCHK ($30.11) 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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