Burt Wealth Advisors SCHX Holdings History
Burt Wealth Advisors's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, Burt Wealth Advisors held 1.48 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $36.09 Mil. This investment constitutes 8.25% of their stock portfolio, and Burt Wealth Advisors now holds 0.06% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2015Q4. And since then Burt Wealth Advisors has made 27 purchases of SCHX, at an average price of $28.03, for a total of 1.49 Mil shares. In addition, there have been 3 sales at an average price of $49.52 for 13,856.00 shares. Based on historical transaction data and SCHX's current price of $24.86, Burt Wealth Advisors's estimated gain on his SCHX holdings is $-4.39 Mil, reflecting a -10.50% gain to date.
Burt Wealth Advisors SCHX ($24.86) Holding Chart
Burt Wealth Advisors 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 % | |||
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