BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC SCHX Holdings History
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held 837,108.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $18.48 Mil. This investment constitutes 3.5% of their stock portfolio, and BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC now holds 0.04% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2015Q4. And since then BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC has made 12 purchases of SCHX, at an average price of $25.25, for a total of 1.19 Mil shares. In addition, there have been 17 sales at an average price of $45.93 for 350,557.00 shares. Based on historical transaction data and SCHX's current price of $24.21, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's estimated gain on his SCHX holdings is $6.37 Mil, reflecting a 21.25% gain to date.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC SCHX ($24.21) Holding Chart
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC SCHX ($24.21) 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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