RAINEY & RANDALL WEALTH ADVISORS INC. SCHV Holdings History
RAINEY & RANDALL WEALTH ADVISORS INC.'s Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, RAINEY & RANDALL WEALTH ADVISORS INC. held 2.91 Mil shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $77.45 Mil. This investment constitutes 15.16% of their stock portfolio, and RAINEY & RANDALL WEALTH ADVISORS INC. now holds 0.64% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2018Q2. And since then RAINEY & RANDALL WEALTH ADVISORS INC. has made 26 purchases of SCHV, at an average price of $37.62, for a total of 2.94 Mil shares. In addition, there have been 3 sales at an average price of $53.22 for 27,405.00 shares. Based on historical transaction data and SCHV's current price of $27.99, RAINEY & RANDALL WEALTH ADVISORS INC.'s estimated gain on his SCHV holdings is $-27.66 Mil, reflecting a -24.99% gain to date.
RAINEY & RANDALL WEALTH ADVISORS INC. SCHV ($27.99) Holding Chart
RAINEY & RANDALL WEALTH ADVISORS INC. SCHV ($27.99) 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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