Schwab VIT Balanced Portfolio SCHA Holdings History
Schwab VIT Balanced Portfolio's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-03-31, SCHWAB ANNUITY PORTFOLIOS held 89,836.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $2.10 Mil. This investment constitutes 2.75% of their stock portfolio, and SCHWAB ANNUITY PORTFOLIOS now holds 0.01% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2019Q3. And since then Schwab VIT Balanced Portfolio has made 6 purchases of SCHA, at an average price of $31.30, for a total of 132,377.00 shares. In addition, there have been 7 sales at an average price of $43.02 for 42,541.00 shares. Based on historical transaction data and SCHA's current price of $26.20, Schwab VIT Balanced Portfolio's estimated gain on his SCHA holdings is $39,745.50, reflecting a 0.96% gain to date.
Schwab VIT Balanced Portfolio SCHA ($26.20) Holding Chart
Schwab VIT Balanced Portfolio 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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