Sightline Wealth Advisors, LLC SCHA Holdings History
Sightline Wealth Advisors, LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-06-30, Sightline Wealth Advisors, LLC held 388,420.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $9.83 Mil. This investment constitutes 4.74% of their stock portfolio, and Sightline Wealth Advisors, LLC now holds 0.06% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2020Q4. And since then Sightline Wealth Advisors, LLC has made 15 purchases of SCHA, at an average price of $32.31, for a total of 411,545.00 shares. In addition, there have been 3 sales at an average price of $50.29 for 23,125.00 shares. Based on historical transaction data and SCHA's current price of $25.84, Sightline Wealth Advisors, LLC's estimated gain on his SCHA holdings is $-2.10 Mil, reflecting a -15.78% gain to date.
Sightline Wealth Advisors, LLC SCHA ($25.84) Holding Chart
Sightline Wealth Advisors, LLC SCHA ($25.84) 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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