CAPTRUST FINANCIAL ADVISORS SCHX Holdings History
CAPTRUST FINANCIAL ADVISORS's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, CAPFINANCIAL PARTNERS, LLC held 17.82 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $393.39 Mil. This investment constitutes 0.99% of their stock portfolio, and CAPFINANCIAL PARTNERS, LLC now holds 0.77% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q2. And since then CAPTRUST FINANCIAL ADVISORS has made 14 purchases of SCHX, at an average price of $25.50, for a total of 19.31 Mil shares. In addition, there have been 15 sales at an average price of $44.75 for 1.50 Mil shares. Based on historical transaction data and SCHX's current price of $24.85, CAPTRUST FINANCIAL ADVISORS's estimated gain on his SCHX holdings is $17.28 Mil, reflecting a 3.51% gain to date.
CAPTRUST FINANCIAL ADVISORS SCHX ($24.85) Holding Chart
CAPTRUST FINANCIAL ADVISORS SCHX ($24.85) 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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