Source Financial Advisors LLC SCHI Holdings History
Source Financial Advisors LLC's Schwab 5-10 Year Corporate Bond ETF Holding Summary
As of 2024-09-30, Source Financial Advisors LLC held 60,932.00 shares of Schwab 5-10 Year Corporate Bond ETF(SCHI), totaling $1.41 Mil. This investment constitutes 0.42% of their stock portfolio, and Source Financial Advisors LLC now holds 0.01% of the outstanding Schwab 5-10 Year Corporate Bond ETF(SCHI) stock.
The initial trade took place in 2024Q1. And since then Source Financial Advisors LLC has made 2 purchases of SCHI, at an average price of $34.69, for a total of 62,102.00 shares. In addition, there have been 1 sales at an average price of $43.85 for 1,170.00 shares. Based on historical transaction data and SCHI's current price of $22.64, Source Financial Advisors LLC's estimated gain on his SCHI holdings is $-723,255.56, reflecting a -33.58% gain to date.
Source Financial Advisors LLC SCHI ($22.64) Holding Chart
Source Financial Advisors LLC SCHI ($22.64) 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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