BIRCHBROOK, INC. SCHX Holdings History
BIRCHBROOK, INC.'s Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, BIRCHBROOK, INC. held 253,149.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $5.59 Mil. This investment constitutes 3.14% of their stock portfolio, and BIRCHBROOK, INC. now holds 0.01% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2023Q4. And since then BIRCHBROOK, INC. has made 2 purchases of SCHX, at an average price of $17.74, for a total of 306,333.00 shares. In addition, there have been 3 sales at an average price of $20.14 for 53,184.00 shares. Based on historical transaction data and SCHX's current price of $25.11, BIRCHBROOK, INC.'s estimated gain on his SCHX holdings is $1.99 Mil, reflecting a 36.66% gain to date.
BIRCHBROOK, INC. SCHX ($25.11) Holding Chart
BIRCHBROOK, INC. SCHX ($25.11) 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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