Tiller Private Wealth, Inc. SCHA Holdings History
Tiller Private Wealth, Inc.'s Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-03-31, Tiller Private Wealth, Inc. held 461,121.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $10.80 Mil. This investment constitutes 4.5% of their stock portfolio, and Tiller Private Wealth, Inc. now holds 0.07% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2018Q2. And since then Tiller Private Wealth, Inc. has made 13 purchases of SCHA, at an average price of $35.75, for a total of 780,508.00 shares. In addition, there have been 12 sales at an average price of $34.52 for 319,387.00 shares. Based on historical transaction data and SCHA's current price of $25.93, Tiller Private Wealth, Inc.'s estimated gain on his SCHA holdings is $-4.92 Mil, reflecting a -17.64% gain to date.
Tiller Private Wealth, Inc. SCHA ($25.93) Holding Chart
Tiller Private Wealth, Inc. SCHA ($25.93) 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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