Code Waechter LLC SCHX Holdings History
Code Waechter LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Code Waechter LLC held 225,692.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $4.98 Mil. This investment constitutes 4.09% of their stock portfolio, and Code Waechter LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2024Q3. And since then Code Waechter LLC has made 2 purchases of SCHX, at an average price of $37.18, for a total of 225,692.00 shares. Based on historical transaction data and SCHX's current price of $24.33, Code Waechter LLC's estimated gain on his SCHX holdings is $-2.90 Mil, reflecting a -34.56% gain to date.
Code Waechter LLC SCHX ($24.33) Holding Chart
Code Waechter LLC SCHX ($24.33) 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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