AJ WEALTH STRATEGIES, LLC SCHX Holdings History
AJ WEALTH STRATEGIES, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2023-06-30, AJ WEALTH STRATEGIES, LLC held 3.79 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $198.61 Mil. This investment constitutes 9.59% of their stock portfolio, and AJ WEALTH STRATEGIES, LLC now holds 0.6% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q2. And since then AJ WEALTH STRATEGIES, LLC has made 16 purchases of SCHX, at an average price of $39.52, for a total of 6.87 Mil shares. In addition, there have been 5 sales at an average price of $46.80 for 3.07 Mil shares. Based on historical transaction data and SCHX's current price of $24.44, AJ WEALTH STRATEGIES, LLC's estimated gain on his SCHX holdings is $-34.81 Mil, reflecting a -12.83% gain to date.
AJ WEALTH STRATEGIES, LLC SCHX ($24.44) Holding Chart
AJ WEALTH STRATEGIES, LLC SCHX ($24.44) 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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