Schwab VIT Balanced With Growth Portfolio SCHA Holdings History
Schwab VIT Balanced with Growth Portfolio's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-03-31, SCHWAB ANNUITY PORTFOLIOS held 277,780.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $6.51 Mil. This investment constitutes 4.16% of their stock portfolio, and SCHWAB ANNUITY PORTFOLIOS now holds 0.04% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2019Q3. And since then Schwab VIT Balanced with Growth Portfolio has made 4 purchases of SCHA, at an average price of $30.61, for a total of 420,896.00 shares. In addition, there have been 8 sales at an average price of $41.06 for 143,116.00 shares. Based on historical transaction data and SCHA's current price of $26.08, Schwab VIT Balanced with Growth Portfolio's estimated gain on his SCHA holdings is $239,229.25, reflecting a 1.86% gain to date.
Schwab VIT Balanced with Growth Portfolio SCHA ($26.08) Holding Chart
Schwab VIT Balanced with Growth Portfolio SCHA ($26.08) 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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