Clear Rock Advisors, LLC SCHX Holdings History
Clear Rock Advisors, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2024-06-30, Clear Rock Advisors, LLC held 119,257.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $7.66 Mil. This investment constitutes 3.27% of their stock portfolio, and Clear Rock Advisors, LLC now holds -% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2023Q4. In addition, there have been 2 sales at an average price of $61.17 for 9,042.00 shares. Based on historical transaction data and SCHX's current price of $24.91, Clear Rock Advisors, LLC's estimated gain on his SCHX holdings is $-3.23 Mil, reflecting a -47.86% gain to date.
Clear Rock Advisors, LLC SCHX ($24.91) Holding Chart
Clear Rock Advisors, LLC SCHX ($24.91) 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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