YANKCOM Partnership SCHV Holdings History

Number of Shares
404,128.00
Current Holdings Value*
$10.74 Mil
% of Portfolio
5.91%
Total Estimate Gain
$386,045.28
% of Total Estimate Gain
3.44%

YANKCOM Partnership's Schwab U.S. Large-Cap Value ETF Holding Summary

As of 2025-03-31, YANKCOM Partnership held 404,128.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $10.74 Mil. This investment constitutes 5.91% of their stock portfolio, and YANKCOM Partnership now holds 0.09% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $26.84 for 11,985.00 shares. Based on historical transaction data and SCHV's current price of $27.96, YANKCOM Partnership's estimated gain on his SCHV holdings is $386,045.28, reflecting a 3.44% gain to date.

YANKCOM Partnership SCHV ($27.96) Holding Chart

YANKCOM Partnership SCHV ($27.96) 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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