ARBOR TRUST WEALTH ADVISORS, LLC SCHX Holdings History
ARBOR TRUST WEALTH ADVISORS, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, ARBOR TRUST WEALTH ADVISORS, LLC held 304,085.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $6.71 Mil. This investment constitutes 3.15% of their stock portfolio, and ARBOR TRUST WEALTH ADVISORS, LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2019Q4. And since then ARBOR TRUST WEALTH ADVISORS, LLC has made 8 purchases of SCHX, at an average price of $28.48, for a total of 407,250.00 shares. In addition, there have been 13 sales at an average price of $48.30 for 103,165.00 shares. Based on historical transaction data and SCHX's current price of $24.77, ARBOR TRUST WEALTH ADVISORS, LLC's estimated gain on his SCHX holdings is $914,767.49, reflecting a 7.89% gain to date.
ARBOR TRUST WEALTH ADVISORS, LLC SCHX ($24.77) Holding Chart
ARBOR TRUST WEALTH ADVISORS, 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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