Adams Chetwood Wealth Management LLC SCHX Holdings History
Adams Chetwood Wealth Management LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2022-03-31, Adams Chetwood Wealth Management LLC held 397,189.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $21.39 Mil. This investment constitutes 12.12% of their stock portfolio, and Adams Chetwood Wealth Management LLC now holds 0.06% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2019Q4. And since then Adams Chetwood Wealth Management LLC has made 2 purchases of SCHX, at an average price of $35.17, for a total of 552,341.00 shares. In addition, there have been 7 sales at an average price of $47.80 for 155,152.00 shares. Based on historical transaction data and SCHX's current price of $24.91, Adams Chetwood Wealth Management LLC's estimated gain on his SCHX holdings is $-2.12 Mil, reflecting a -10.90% gain to date.
Adams Chetwood Wealth Management LLC SCHX ($24.91) Holding Chart
Adams Chetwood Wealth Management LLC SCHX ($24.91) 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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