Transparent Wealth Partners LLC SCHV Holdings History
Transparent Wealth Partners LLC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2023-03-31, Transparent Wealth Partners LLC held 60,042.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $3.94 Mil. This investment constitutes 2.88% of their stock portfolio, and Transparent Wealth Partners LLC now holds 0.04% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2021Q4. And since then Transparent Wealth Partners LLC has made 3 purchases of SCHV, at an average price of $68.56, for a total of 114,052.00 shares. In addition, there have been 2 sales at an average price of $70.61 for 54,010.00 shares. Based on historical transaction data and SCHV's current price of $27.44, Transparent Wealth Partners LLC's estimated gain on his SCHV holdings is $-2.36 Mil, reflecting a -30.16% gain to date.
Transparent Wealth Partners LLC SCHV ($27.44) Holding Chart
Transparent Wealth Partners LLC SCHV ($27.44) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
