Carmichael Hill & Associates, Inc. SCHX Holdings History
Carmichael Hill & Associates, Inc.'s Schwab U.S. Large-Cap ETF Holding Summary
As of 2024-09-30, Carmichael Hill & Associates, Inc. held 387,363.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $8.76 Mil. This investment constitutes 3.11% of their stock portfolio, and Carmichael Hill & Associates, Inc. now holds 0.01% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q2. And since then Carmichael Hill & Associates, Inc. has made 23 purchases of SCHX, at an average price of $28.09, for a total of 388,284.00 shares. In addition, there have been 3 sales at an average price of $49.48 for 921.00 shares. Based on historical transaction data and SCHX's current price of $25.15, Carmichael Hill & Associates, Inc.'s estimated gain on his SCHX holdings is $-1.12 Mil, reflecting a -10.25% gain to date.
Carmichael Hill & Associates, Inc. SCHX ($25.15) Holding Chart
Carmichael Hill & Associates, Inc. SCHX ($25.15) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
