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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