Number of Shares
745,637.00
Current Holdings Value*
$20.07 Mil
% of Portfolio
9.67%
Total Estimate Gain
$6.65 Mil
% of Total Estimate Gain
38.93%

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 $30.26, Plum Street Advisors, LLC's estimated gain on his SCHK holdings is $6.65 Mil, reflecting a 38.93% gain to date.

Plum Street Advisors, LLC SCHK ($30.26) Holding Chart

Plum Street Advisors, LLC SCHK ($30.26) 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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