Number of Shares
2.63 Mil
Current Holdings Value*
$74.55 Mil
% of Portfolio
5.95%
Total Estimate Gain
$-10.56 Mil
% of Total Estimate Gain
-11.96%

ARMSTRONG ADVISORY GROUP, INC's Schwab 1000 Index ETF Holding Summary

As of 2025-03-31, ARMSTRONG ADVISORY GROUP, INC held 2.63 Mil shares of Schwab 1000 Index ETF(SCHK), totaling $74.55 Mil. This investment constitutes 5.95% of their stock portfolio, and ARMSTRONG ADVISORY GROUP, INC now holds 1.85% of the outstanding Schwab 1000 Index ETF(SCHK) stock.

The initial trade took place in 2022Q4. And since then ARMSTRONG ADVISORY GROUP, INC has made 7 purchases of SCHK, at an average price of $33.53, for a total of 2.63 Mil shares. Based on historical transaction data and SCHK's current price of $29.52, ARMSTRONG ADVISORY GROUP, INC's estimated gain on his SCHK holdings is $-10.56 Mil, reflecting a -11.96% gain to date.

ARMSTRONG ADVISORY GROUP, INC SCHK ($29.52) Holding Chart

ARMSTRONG ADVISORY GROUP, INC SCHK ($29.52) 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