SpringVest Wealth Management LLC SCHV Holdings History
SpringVest Wealth Management LLC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, SpringVest Wealth Management LLC held 185,364.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $4.93 Mil. This investment constitutes 4.09% of their stock portfolio, and SpringVest Wealth Management LLC now holds 0.04% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $26.84 for 2,499.00 shares. Based on historical transaction data and SCHV's current price of $28.16, SpringVest Wealth Management LLC's estimated gain on his SCHV holdings is $214,622.40, reflecting a 4.23% gain to date.
SpringVest Wealth Management LLC SCHV ($28.16) Holding Chart
SpringVest Wealth Management LLC SCHV ($28.16) 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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