Number of Shares
1.15 Mil
Current Holdings Value*
$25.50 Mil
% of Portfolio
8.23%
Total Estimate Gain
$-167,255.51
% of Total Estimate Gain
-0.48%

D.B. Root & Company, LLC's Schwab U.S. Large-Cap ETF Holding Summary

As of 2025-03-31, D.B. Root & Company, LLC held 1.15 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $25.50 Mil. This investment constitutes 8.23% of their stock portfolio, and D.B. Root & Company, LLC now holds 0.05% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.

The initial trade took place in 2018Q2. And since then D.B. Root & Company, LLC has made 17 purchases of SCHX, at an average price of $26.85, for a total of 1.29 Mil shares. In addition, there have been 11 sales at an average price of $44.07 for 134,111.00 shares. Based on historical transaction data and SCHX's current price of $24.71, D.B. Root & Company, LLC's estimated gain on his SCHX holdings is $-167,255.51, reflecting a -0.48% gain to date.

D.B. Root & Company, LLC SCHX ($24.71) Holding Chart

D.B. Root & Company, LLC SCHX ($24.71) 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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