Campbell Wealth Management SCHX Holdings History
Campbell Wealth Management's Schwab U.S. Large-Cap ETF Holding Summary
As of 2024-12-31, Campbell Wealth Management held 15.78 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $365.78 Mil. This investment constitutes 32.92% of their stock portfolio, and Campbell Wealth Management now holds 0.71% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q4. And since then Campbell Wealth Management has made 21 purchases of SCHX, at an average price of $25.39, for a total of 20.94 Mil shares. In addition, there have been 3 sales at an average price of $61.36 for 5.16 Mil shares. Based on historical transaction data and SCHX's current price of $24.70, Campbell Wealth Management's estimated gain on his SCHX holdings is $174.84 Mil, reflecting a 32.89% gain to date.
Campbell Wealth Management SCHX ($24.70) Holding Chart
Campbell Wealth Management SCHX ($24.70) 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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