Uncommon Portfolio Design Core Equity ETF SCHW Holdings History
Uncommon Portfolio Design Core Equity ETF's Charles Schwab Corp Holding Summary
As of 2022-06-30, Uncommon Investment Funds Trust held 16,221.00 shares of Charles Schwab Corp(SCHW), totaling $1.02 Mil. This investment constitutes 3.78% of their stock portfolio, and Uncommon Investment Funds Trust now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2022Q1. And since then Uncommon Portfolio Design Core Equity ETF has made 1 purchases of SCHW, at an average price of $87.96, for a total of 17,166.00 shares. In addition, there have been 1 sales at an average price of $69.21 for 945.00 shares. Based on historical transaction data and SCHW's current price of $95.80, Uncommon Portfolio Design Core Equity ETF's estimated gain on his SCHW holdings is $109,453.89, reflecting a 7.25% gain to date.
Uncommon Portfolio Design Core Equity ETF SCHW ($95.80) Holding Chart
Uncommon Portfolio Design Core Equity ETF SCHW ($95.80) 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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