Treybourne Wealth Planners, Inc. SCHA Holdings History
Treybourne Wealth Planners, Inc.'s Schwab U.S. Small-Cap ETF Holding Summary
As of 2021-06-30, Treybourne Wealth Planners, Inc. held 233,614.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $12.17 Mil. This investment constitutes 7.55% of their stock portfolio, and Treybourne Wealth Planners, Inc. now holds 0.03% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2020Q4. And since then Treybourne Wealth Planners, Inc. has made 1 purchases of SCHA, at an average price of $39.72, for a total of 233,784.00 shares. In addition, there have been 1 sales at an average price of $48.35 for 170.00 shares. Based on historical transaction data and SCHA's current price of $26.20, Treybourne Wealth Planners, Inc.'s estimated gain on his SCHA holdings is $-3.16 Mil, reflecting a -34.00% gain to date.
Treybourne Wealth Planners, Inc. SCHA ($26.20) Holding Chart
Treybourne Wealth Planners, Inc. SCHA ($26.20) 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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