Alliance Wealth Management Group SCHX Holdings History
Alliance Wealth Management Group's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Alliance Wealth Management Group held 2.21 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $48.72 Mil. This investment constitutes 13.12% of their stock portfolio, and Alliance Wealth Management Group now holds 0.1% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q2. And since then Alliance Wealth Management Group has made 15 purchases of SCHX, at an average price of $25.92, for a total of 2.55 Mil shares. In addition, there have been 12 sales at an average price of $41.70 for 345,600.00 shares. Based on historical transaction data and SCHX's current price of $24.64, Alliance Wealth Management Group's estimated gain on his SCHX holdings is $2.64 Mil, reflecting a 3.99% gain to date.
Alliance Wealth Management Group SCHX ($24.64) Holding Chart
Alliance Wealth Management Group SCHX ($24.64) 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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