CX Institutional SCHV Holdings History
CX Institutional's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, CX Institutional held 1.91 Mil shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $50.75 Mil. This investment constitutes 1.92% of their stock portfolio, and CX Institutional now holds 0.42% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2020Q4. And since then CX Institutional has made 14 purchases of SCHV, at an average price of $42.92, for a total of 2.45 Mil shares. In addition, there have been 4 sales at an average price of $69.20 for 538,091.00 shares. Based on historical transaction data and SCHV's current price of $27.54, CX Institutional's estimated gain on his SCHV holdings is $-15.22 Mil, reflecting a -14.49% gain to date.
CX Institutional SCHV ($27.54) Holding Chart
CX Institutional SCHV ($27.54) 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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