Weinberger Asset Management, Inc SCHV Holdings History
Weinberger Asset Management, Inc's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-06-30, Weinberger Asset Management, Inc held 300,487.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $8.31 Mil. This investment constitutes 3.21% of their stock portfolio, and Weinberger Asset Management, Inc now holds 0.07% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2021Q4. And since then Weinberger Asset Management, Inc has made 5 purchases of SCHV, at an average price of $23.50, for a total of 360,123.00 shares. In addition, there have been 9 sales at an average price of $24.83 for 59,636.00 shares. Based on historical transaction data and SCHV's current price of $27.99, Weinberger Asset Management, Inc's estimated gain on his SCHV holdings is $1.43 Mil, reflecting a 16.86% gain to date.
Weinberger Asset Management, Inc SCHV ($27.99) Holding Chart
Weinberger Asset Management, Inc SCHV ($27.99) 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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