Sensible Money, LLC SCHA Holdings History
Sensible Money, LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-03-31, Sensible Money, LLC held 118,818.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $2.78 Mil. This investment constitutes 1.19% of their stock portfolio, and Sensible Money, LLC now holds 0.02% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2022Q4. And since then Sensible Money, LLC has made 2 purchases of SCHA, at an average price of $34.23, for a total of 126,312.00 shares. In addition, there have been 7 sales at an average price of $45.52 for 7,494.00 shares. Based on historical transaction data and SCHA's current price of $26.20, Sensible Money, LLC's estimated gain on his SCHA holdings is $-869,619.67, reflecting a -20.11% gain to date.
Sensible Money, LLC SCHA ($26.20) Holding Chart
Sensible Money, 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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