Thrive Wealth Management, LLC SCHV Holdings History
Thrive Wealth Management, LLC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-06-30, Thrive Wealth Management, LLC held 284,817.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $7.88 Mil. This investment constitutes 1.27% of their stock portfolio, and Thrive Wealth Management, LLC now holds 0.06% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2021Q4. And since then Thrive Wealth Management, LLC has made 8 purchases of SCHV, at an average price of $40.18, for a total of 332,624.00 shares. In addition, there have been 6 sales at an average price of $46.70 for 47,807.00 shares. Based on historical transaction data and SCHV's current price of $28.01, Thrive Wealth Management, LLC's estimated gain on his SCHV holdings is $-3.15 Mil, reflecting a -23.59% gain to date.
Thrive Wealth Management, LLC SCHV ($28.01) Holding Chart
Thrive Wealth Management, LLC SCHV ($28.01) 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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