Treybourne Wealth Planners, Inc. SCHV Holdings History
Treybourne Wealth Planners, Inc.'s Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2021-06-30, Treybourne Wealth Planners, Inc. held 418,700.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $28.63 Mil. This investment constitutes 17.76% of their stock portfolio, and Treybourne Wealth Planners, Inc. now holds 0.28% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2020Q4. And since then Treybourne Wealth Planners, Inc. has made 2 purchases of SCHV, at an average price of $57.32, for a total of 418,700.00 shares. Based on historical transaction data and SCHV's current price of $28.40, Treybourne Wealth Planners, Inc.'s estimated gain on his SCHV holdings is $-12.11 Mil, reflecting a -50.46% gain to date.
Treybourne Wealth Planners, Inc. SCHV ($28.40) Holding Chart
Treybourne Wealth Planners, Inc. SCHV ($28.40) 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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