Boyd Wealth Management, LLC SCHX Holdings History
Boyd Wealth Management, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, Boyd Wealth Management, LLC held 22,318.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $545,450.00. This investment constitutes 0.24% of their stock portfolio, and Boyd Wealth Management, LLC now holds 0% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2022Q1. And since then Boyd Wealth Management, LLC has made 2 purchases of SCHX, at an average price of $33.09, for a total of 34,086.00 shares. In addition, there have been 1 sales at an average price of $48.51 for 11,768.00 shares. Based on historical transaction data and SCHX's current price of $24.98, Boyd Wealth Management, LLC's estimated gain on his SCHX holdings is $402.29, reflecting a 0.04% gain to date.
Boyd Wealth Management, LLC SCHX ($24.98) Holding Chart
Boyd Wealth Management, LLC SCHX ($24.98) 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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