Destination Wealth Management SCHX Holdings History
Destination Wealth Management's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Destination Wealth Management held 1.13 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $25.05 Mil. This investment constitutes 0.79% of their stock portfolio, and Destination Wealth Management now holds 0.05% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2015Q4. And since then Destination Wealth Management has made 14 purchases of SCHX, at an average price of $35.00, for a total of 3.74 Mil shares. In addition, there have been 16 sales at an average price of $40.08 for 2.60 Mil shares. Based on historical transaction data and SCHX's current price of $25.08, Destination Wealth Management's estimated gain on his SCHX holdings is $1.98 Mil, reflecting a 1.51% gain to date.
Destination Wealth Management SCHX ($25.08) Holding Chart
Destination Wealth Management SCHX ($25.08) 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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