Bristlecone Advisors, LLC SCHX Holdings History
Bristlecone Advisors, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Bristlecone Advisors, LLC held 1.26 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $27.84 Mil. This investment constitutes 2.27% of their stock portfolio, and Bristlecone Advisors, LLC now holds 0.05% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q2. And since then Bristlecone Advisors, LLC has made 10 purchases of SCHX, at an average price of $26.27, for a total of 1.67 Mil shares. In addition, there have been 18 sales at an average price of $37.85 for 408,176.00 shares. Based on historical transaction data and SCHX's current price of $24.91, Bristlecone Advisors, LLC's estimated gain on his SCHX holdings is $3.02 Mil, reflecting a 6.89% gain to date.
Bristlecone Advisors, LLC SCHX ($24.91) Holding Chart
Bristlecone Advisors, LLC SCHX ($24.91) 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
