Abound Wealth Management SCHX Holdings History
Abound Wealth Management's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Abound Wealth Management held 767,721.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $16.95 Mil. This investment constitutes 5.66% of their stock portfolio, and Abound Wealth Management now holds 0.03% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2021Q4. And since then Abound Wealth Management has made 4 purchases of SCHX, at an average price of $33.95, for a total of 807,377.00 shares. In addition, there have been 9 sales at an average price of $47.72 for 39,656.00 shares. Based on historical transaction data and SCHX's current price of $24.33, Abound Wealth Management's estimated gain on his SCHX holdings is $-6.84 Mil, reflecting a -24.95% gain to date.
Abound Wealth Management SCHX ($24.33) Holding Chart
Abound Wealth Management SCHX ($24.33) 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
