Bigelow Investment Advisors, LLC SCHX Holdings History
Bigelow Investment Advisors, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, Bigelow Investment Advisors, LLC held 215,145.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $5.26 Mil. This investment constitutes 2.32% of their stock portfolio, and Bigelow Investment Advisors, LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q2. And since then Bigelow Investment Advisors, LLC has made 11 purchases of SCHX, at an average price of $26.85, for a total of 307,473.00 shares. In addition, there have been 17 sales at an average price of $35.19 for 92,328.00 shares. Based on historical transaction data and SCHX's current price of $25.11, Bigelow Investment Advisors, LLC's estimated gain on his SCHX holdings is $395,437.25, reflecting a 4.79% gain to date.
Bigelow Investment Advisors, LLC SCHX ($25.11) Holding Chart
Bigelow Investment Advisors, LLC 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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