D.B. Root & Company, LLC SCHX Holdings History
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 $24.76, D.B. Root & Company, LLC's estimated gain on his SCHX holdings is $-109,515.11, reflecting a -0.32% gain to date.
D.B. Root & Company, LLC SCHX ($24.76) Holding Chart
D.B. Root & Company, LLC SCHX ($24.76) 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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