Athena Investment Management SCHX Holdings History
Athena Investment Management's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Athena Investment Management held 1.32 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $29.18 Mil. This investment constitutes 17.73% of their stock portfolio, and Athena Investment Management now holds 0.06% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2022Q1. And since then Athena Investment Management has made 6 purchases of SCHX, at an average price of $32.24, for a total of 1.40 Mil shares. In addition, there have been 6 sales at an average price of $34.88 for 76,919.00 shares. Based on historical transaction data and SCHX's current price of $24.33, Athena Investment Management's estimated gain on his SCHX holdings is $-10.25 Mil, reflecting a -22.73% gain to date.
Athena Investment Management SCHX ($24.33) Holding Chart
Athena Investment 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 % | |||
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