ACCESS FINANCIAL SERVICES, INC. SCHX Holdings History
ACCESS FINANCIAL SERVICES, INC.'s Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, ACCESS FINANCIAL SERVICES, INC. held 1.59 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $35.07 Mil. This investment constitutes 14.11% of their stock portfolio, and ACCESS FINANCIAL SERVICES, INC. now holds 0.07% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q2. And since then ACCESS FINANCIAL SERVICES, INC. has made 15 purchases of SCHX, at an average price of $29.23, for a total of 2.91 Mil shares. In addition, there have been 13 sales at an average price of $33.93 for 1.32 Mil shares. Based on historical transaction data and SCHX's current price of $24.56, ACCESS FINANCIAL SERVICES, INC.'s estimated gain on his SCHX holdings is $-1.21 Mil, reflecting a -1.43% gain to date.
ACCESS FINANCIAL SERVICES, INC. SCHX ($24.56) Holding Chart
ACCESS FINANCIAL SERVICES, INC. SCHX ($24.56) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
