Brand Asset Management Group, Inc. SCHX Holdings History
Brand Asset Management Group, Inc.'s Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, Brand Asset Management Group, Inc. held 382,262.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $9.34 Mil. This investment constitutes 3.49% of their stock portfolio, and Brand Asset Management Group, Inc. now holds 0.02% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q2. And since then Brand Asset Management Group, Inc. has made 15 purchases of SCHX, at an average price of $30.35, for a total of 477,320.00 shares. In addition, there have been 12 sales at an average price of $43.87 for 95,058.00 shares. Based on historical transaction data and SCHX's current price of $25.11, Brand Asset Management Group, Inc.'s estimated gain on his SCHX holdings is $-717,323.73, reflecting a -4.95% gain to date.
Brand Asset Management Group, Inc. SCHX ($25.11) Holding Chart
Brand Asset Management Group, 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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