USAdvisors Wealth Management, LLC SCHV Holdings History
USAdvisors Wealth Management, LLC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-06-30, USAdvisors Wealth Management, LLC held 590,975.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $16.36 Mil. This investment constitutes 6.08% of their stock portfolio, and USAdvisors 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 2018Q3. And since then USAdvisors Wealth Management, LLC has made 8 purchases of SCHV, at an average price of $34.64, for a total of 621,287.00 shares. In addition, there have been 2 sales at an average price of $68.37 for 30,312.00 shares. Based on historical transaction data and SCHV's current price of $28.30, USAdvisors Wealth Management, LLC's estimated gain on his SCHV holdings is $-2.72 Mil, reflecting a -12.65% gain to date.
USAdvisors Wealth Management, LLC SCHV ($28.30) Holding Chart
USAdvisors 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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