Clearview Wealth Advisors LLC SCHX Holdings History
Clearview Wealth Advisors LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Clearview Wealth Advisors LLC held 200,436.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $4.43 Mil. This investment constitutes 3.31% of their stock portfolio, and Clearview Wealth Advisors LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2024Q2. And since then Clearview Wealth Advisors LLC has made 3 purchases of SCHX, at an average price of $36.09, for a total of 210,878.00 shares. In addition, there have been 1 sales at an average price of $23.28 for 10,442.00 shares. Based on historical transaction data and SCHX's current price of $24.56, Clearview Wealth Advisors LLC's estimated gain on his SCHX holdings is $-2.45 Mil, reflecting a -32.13% gain to date.
Clearview Wealth Advisors LLC SCHX ($24.56) Holding Chart
Clearview Wealth Advisors LLC SCHX ($24.56) 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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