Bleakley Financial Group, LLC SCHX Holdings History
Bleakley Financial Group, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Bleakley Financial Group, LLC held 398,008.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $8.79 Mil. This investment constitutes 0.28% of their stock portfolio, and Bleakley Financial Group, LLC now holds 0.02% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2022Q4. And since then Bleakley Financial Group, LLC has made 5 purchases of SCHX, at an average price of $25.98, for a total of 403,342.00 shares. In addition, there have been 4 sales at an average price of $55.99 for 5,334.00 shares. Based on historical transaction data and SCHX's current price of $24.86, Bleakley Financial Group, LLC's estimated gain on his SCHX holdings is $-284,080.67, reflecting a -2.71% gain to date.
Bleakley Financial Group, LLC SCHX ($24.86) Holding Chart
Bleakley Financial Group, LLC SCHX ($24.86) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
