Adams Wealth Management SCHX Holdings History
Adams Wealth Management's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Adams Wealth Management held 2.70 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $59.66 Mil. This investment constitutes 11.71% of their stock portfolio, and Adams Wealth Management now holds 0.12% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2020Q1. And since then Adams Wealth Management has made 14 purchases of SCHX, at an average price of $34.96, for a total of 5.08 Mil shares. In addition, there have been 7 sales at an average price of $45.87 for 2.37 Mil shares. Based on historical transaction data and SCHX's current price of $24.77, Adams Wealth Management's estimated gain on his SCHX holdings is $-1.64 Mil, reflecting a -0.92% gain to date.
Adams Wealth Management SCHX ($24.77) Holding Chart
Adams Wealth Management 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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