Charles Schwab Trust Co SCHX Holdings History
Charles Schwab Trust Co's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, Charles Schwab Trust Co held 3.90 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $95.21 Mil. This investment constitutes 7.15% of their stock portfolio, and Charles Schwab Trust Co now holds 0.17% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2019Q3. And since then Charles Schwab Trust Co has made 19 purchases of SCHX, at an average price of $32.10, for a total of 4.51 Mil shares. In addition, there have been 4 sales at an average price of $52.57 for 617,093.00 shares. Based on historical transaction data and SCHX's current price of $24.86, Charles Schwab Trust Co's estimated gain on his SCHX holdings is $-15.57 Mil, reflecting a -10.75% gain to date.
Charles Schwab Trust Co SCHX ($24.86) Holding Chart
Charles Schwab Trust Co 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 % | |||
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