Delphi Private Advisors LLC SCHX Holdings History
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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