Carr Financial Group Corp SCHX Holdings History
Carr Financial Group Corp's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, Carr Financial Group Corp held 837,468.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $20.47 Mil. This investment constitutes 6.04% of their stock portfolio, and Carr Financial Group Corp now holds 0.04% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2022Q4. And since then Carr Financial Group Corp has made 8 purchases of SCHX, at an average price of $31.62, for a total of 1.01 Mil shares. In addition, there have been 2 sales at an average price of $23.36 for 173,124.00 shares. Based on historical transaction data and SCHX's current price of $24.86, Carr Financial Group Corp's estimated gain on his SCHX holdings is $-7.10 Mil, reflecting a -22.20% gain to date.
Carr Financial Group Corp SCHX ($24.86) Holding Chart
Carr Financial Group Corp SCHX ($24.86) 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
