Number of Shares
1.24 Mil
Current Holdings Value*
$29.13 Mil
% of Portfolio
5.7%
Total Estimate Gain
$-11.65 Mil
% of Total Estimate Gain
-19.43%

RAINEY & RANDALL WEALTH ADVISORS INC.'s Schwab U.S. Small-Cap ETF Holding Summary

As of 2025-03-31, RAINEY & RANDALL WEALTH ADVISORS INC. held 1.24 Mil shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $29.13 Mil. This investment constitutes 5.7% of their stock portfolio, and RAINEY & RANDALL WEALTH ADVISORS INC. now holds 0.18% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.

The initial trade took place in 2018Q2. And since then RAINEY & RANDALL WEALTH ADVISORS INC. has made 23 purchases of SCHA, at an average price of $32.89, for a total of 1.82 Mil shares. In addition, there have been 6 sales at an average price of $28.15 for 580,228.00 shares. Based on historical transaction data and SCHA's current price of $25.73, RAINEY & RANDALL WEALTH ADVISORS INC.'s estimated gain on his SCHA holdings is $-11.65 Mil, reflecting a -19.43% gain to date.

RAINEY & RANDALL WEALTH ADVISORS INC. SCHA ($25.73) Holding Chart

RAINEY & RANDALL WEALTH ADVISORS INC. SCHA ($25.73) 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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