Tradition Wealth Management, LLC SCHV Holdings History
Tradition Wealth Management, LLC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, Tradition Wealth Management, LLC held 934,553.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $24.84 Mil. This investment constitutes 2.19% of their stock portfolio, and Tradition Wealth Management, LLC now holds 0.21% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2020Q4. And since then Tradition Wealth Management, LLC has made 9 purchases of SCHV, at an average price of $45.16, for a total of 1.24 Mil shares. In addition, there have been 2 sales at an average price of $67.79 for 310,198.00 shares. Based on historical transaction data and SCHV's current price of $28.30, Tradition Wealth Management, LLC's estimated gain on his SCHV holdings is $-8.74 Mil, reflecting a -15.54% gain to date.
Tradition Wealth Management, LLC SCHV ($28.30) Holding Chart
Tradition Wealth Management, LLC SCHV ($28.30) 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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