Traverso Chambers Private Wealth Management, LLC SCHV Holdings History
Traverso Chambers Private Wealth Management, LLC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2023-12-31, Traverso Chambers Private Wealth Management, LLC held 190,094.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $13.33 Mil. This investment constitutes 3.24% of their stock portfolio, and Traverso Chambers Private Wealth Management, LLC now holds 0.13% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2020Q2. And since then Traverso Chambers Private Wealth Management, LLC has made 10 purchases of SCHV, at an average price of $52.38, for a total of 203,481.00 shares. In addition, there have been 5 sales at an average price of $63.91 for 13,387.00 shares. Based on historical transaction data and SCHV's current price of $28.03, Traverso Chambers Private Wealth Management, LLC's estimated gain on his SCHV holdings is $-4.47 Mil, reflecting a -41.98% gain to date.
Traverso Chambers Private Wealth Management, LLC SCHV ($28.03) Holding Chart
Traverso Chambers Private Wealth Management, LLC SCHV ($28.03) 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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