CHAPMAN FINANCIAL GROUP, LLC SCHX Holdings History
Number of Shares
156,110.00
Current Holdings Value*
$3.62 Mil
% of Portfolio
2.92%
Total Estimate Gain
$231,823.35
% of Total Estimate Gain
6.37%
CHAPMAN FINANCIAL GROUP, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2024-12-31, CHAPMAN FINANCIAL GROUP, LLC held 156,110.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $3.62 Mil. This investment constitutes 2.92% of their stock portfolio, and CHAPMAN FINANCIAL GROUP, LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and SCHX's current price of $24.81, CHAPMAN FINANCIAL GROUP, LLC's estimated gain on his SCHX holdings is $231,823.35, reflecting a 6.37% gain to date.
CHAPMAN FINANCIAL GROUP, LLC SCHX ($24.81) Holding Chart
CHAPMAN FINANCIAL GROUP, LLC SCHX ($24.81) 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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