Activest Wealth Management SCHX Holdings History
Activest Wealth Management's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Activest Wealth Management held 65,658.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $1.45 Mil. This investment constitutes 0.39% of their stock portfolio, and Activest Wealth Management now holds 0% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2021Q3. And since then Activest Wealth Management has made 3 purchases of SCHX, at an average price of $23.29, for a total of 65,686.00 shares. In addition, there have been 1 sales at an average price of $54.92 for 28.00 shares. Based on historical transaction data and SCHX's current price of $24.46, Activest Wealth Management's estimated gain on his SCHX holdings is $77,536.64, reflecting a 5.07% gain to date.
Activest Wealth Management SCHX ($24.46) Holding Chart
Activest Wealth Management SCHX ($24.46) 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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