Strategic Financial Planning, Inc. SCHA Holdings History
Strategic Financial Planning, Inc.'s Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-03-31, Strategic Financial Planning, Inc. held 761,450.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $17.84 Mil. This investment constitutes 12.3% of their stock portfolio, and Strategic Financial Planning, Inc. now holds 0.11% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2019Q4. And since then Strategic Financial Planning, Inc. has made 15 purchases of SCHA, at an average price of $32.02, for a total of 887,341.00 shares. In addition, there have been 6 sales at an average price of $40.53 for 125,891.00 shares. Based on historical transaction data and SCHA's current price of $26.20, Strategic Financial Planning, Inc.'s estimated gain on his SCHA holdings is $-3.36 Mil, reflecting a -11.81% gain to date.
Strategic Financial Planning, Inc. SCHA ($26.20) Holding Chart
Strategic Financial Planning, Inc. 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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