Radnor Financial Advisors, LLC SCHA Holdings History
Radnor Financial Advisors, LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2022-09-30, Radnor Financial Advisors, LLC held 374,323.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $14.15 Mil. This investment constitutes 4.98% of their stock portfolio, and Radnor Financial Advisors, LLC now holds 0.12% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2019Q4. And since then Radnor Financial Advisors, LLC has made 7 purchases of SCHA, at an average price of $33.69, for a total of 380,863.00 shares. In addition, there have been 4 sales at an average price of $44.76 for 6,540.00 shares. Based on historical transaction data and SCHA's current price of $26.20, Radnor Financial Advisors, LLC's estimated gain on his SCHA holdings is $-2.73 Mil, reflecting a -21.30% gain to date.
Radnor Financial Advisors, LLC SCHA ($26.20) Holding Chart
Radnor Financial Advisors, LLC SCHA ($26.20) 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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