APPLETON GROUP, LLC SCHX Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$10.61 Mil
% of Total Estimate Gain
33.03%

APPLETON GROUP, LLC's Schwab U.S. Large-Cap ETF Holding Summary

As of 2023-09-30, APPLETON GROUP, LLC held - shares of Schwab U.S. Large-Cap ETF(SCHX), totaling N/A. This investment constitutes 0% of their stock portfolio, and APPLETON GROUP, LLC now holds 0% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.

The initial trade took place in 2017Q1. And since then APPLETON GROUP, LLC has made 12 purchases of SCHX, at an average price of $37.19, for a total of 863,487.00 shares. In addition, there have been 9 sales at an average price of $49.48 for 863,487.00 shares. Based on historical transaction data and SCHX's current price of $24.77, APPLETON GROUP, LLC's estimated gain on his SCHX holdings is $10.61 Mil, reflecting a 33.03% gain to date.

APPLETON GROUP, LLC SCHX ($24.77) Holding Chart

APPLETON GROUP, LLC SCHX ($24.77) 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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