WFA Of San Diego, LLC SCHI Holdings History
WFA of San Diego, LLC's Schwab 5-10 Year Corporate Bond ETF Holding Summary
As of 2024-09-30, WFA of San Diego, LLC held 82,884.00 shares of Schwab 5-10 Year Corporate Bond ETF(SCHI), totaling $1.91 Mil. This investment constitutes 1.61% of their stock portfolio, and WFA of San Diego, LLC now holds 0.01% of the outstanding Schwab 5-10 Year Corporate Bond ETF(SCHI) stock.
The initial trade took place in 2024Q2. And since then WFA of San Diego, LLC has made 2 purchases of SCHI, at an average price of $32.49, for a total of 82,884.00 shares. Based on historical transaction data and SCHI's current price of $22.49, WFA of San Diego, LLC's estimated gain on his SCHI holdings is $-828,718.26, reflecting a -30.78% gain to date.
WFA of San Diego, LLC SCHI ($22.49) Holding Chart
WFA of San Diego, LLC SCHI ($22.49) 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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