Number of Shares
133,394.00
Current Holdings Value*
$4.68 Mil
% of Portfolio
24.1%
Total Estimate Gain
$-663,778.68
% of Total Estimate Gain
-13.41%

Delphi Private Advisors LLC's Schwab U.S. Large-Cap ETF Holding Summary

As of 2019-06-30, Delphi Private Advisors LLC held 133,394.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $4.68 Mil. This investment constitutes 24.1% of their stock portfolio, and Delphi Private Advisors LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.

The initial trade took place in 2018Q2. And since then Delphi Private Advisors LLC has made 1 purchases of SCHX, at an average price of $30.00, for a total of 165,036.00 shares. In addition, there have been 4 sales at an average price of $31.07 for 31,642.00 shares. Based on historical transaction data and SCHX's current price of $24.77, Delphi Private Advisors LLC's estimated gain on his SCHX holdings is $-663,778.68, reflecting a -13.41% gain to date.

Delphi Private Advisors LLC SCHX ($24.77) Holding Chart

Delphi Private Advisors LLC SCHX ($24.77) 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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