Number of Shares
123,908.00
Current Holdings Value*
$3.29 Mil
% of Portfolio
2.89%
Total Estimate Gain
$193,296.48
% of Total Estimate Gain
5.81%

Saxony Capital Management, LLC's Schwab U.S. Large-Cap Value ETF Holding Summary

As of 2025-03-31, Saxony Capital Management, LLC held 123,908.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $3.29 Mil. This investment constitutes 2.89% of their stock portfolio, and Saxony Capital Management, LLC now holds 0.03% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.

The initial trade took place in 2025Q1. And since then Saxony Capital Management, LLC has made 1 purchases of SCHV, at an average price of $26.84, for a total of 123,908.00 shares. Based on historical transaction data and SCHV's current price of $28.40, Saxony Capital Management, LLC's estimated gain on his SCHV holdings is $193,296.48, reflecting a 5.81% gain to date.

Saxony Capital Management, LLC SCHV ($28.40) Holding Chart

Saxony Capital Management, LLC SCHV ($28.40) 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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