Wilkins Miller Wealth Management, LLC SCHA Holdings History
Wilkins Miller Wealth Management, LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-03-31, Wilkins Miller Wealth Management, LLC held 184,635.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $4.33 Mil. This investment constitutes 3.25% of their stock portfolio, and Wilkins Miller Wealth Management, LLC now holds 0.03% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $25.49 for 3,257.00 shares. Based on historical transaction data and SCHA's current price of $26.20, Wilkins Miller Wealth Management, LLC's estimated gain on his SCHA holdings is $-83,106.03, reflecting a -1.66% gain to date.
Wilkins Miller Wealth Management, LLC SCHA ($26.20) Holding Chart
Wilkins Miller Wealth Management, LLC SCHA ($26.20) 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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