Wealth Architects, LLC SCHA Holdings History
Wealth Architects, LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-03-31, Wealth Architects, LLC held 186,091.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $4.36 Mil. This investment constitutes 0.48% of their stock portfolio, and Wealth Architects, LLC now holds 0.03% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2015Q4. And since then Wealth Architects, LLC has made 11 purchases of SCHA, at an average price of $27.93, for a total of 203,409.00 shares. In addition, there have been 10 sales at an average price of $41.42 for 17,318.00 shares. Based on historical transaction data and SCHA's current price of $26.08, Wealth Architects, LLC's estimated gain on his SCHA holdings is $-111,618.02, reflecting a -1.96% gain to date.
Wealth Architects, LLC SCHA ($26.08) Holding Chart
Wealth Architects, LLC SCHA ($26.08) 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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