Domani Wealth, LLC SCHX Holdings History
Domani Wealth, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2023-03-31, Domani Wealth, LLC held 306,154.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $14.81 Mil. This investment constitutes 3.44% of their stock portfolio, and Domani Wealth, LLC now holds 0.05% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q4. And since then Domani Wealth, LLC has made 9 purchases of SCHX, at an average price of $30.80, for a total of 316,209.00 shares. In addition, there have been 8 sales at an average price of $50.32 for 10,055.00 shares. Based on historical transaction data and SCHX's current price of $24.86, Domani Wealth, LLC's estimated gain on his SCHX holdings is $-1.62 Mil, reflecting a -16.65% gain to date.
Domani Wealth, LLC SCHX ($24.86) Holding Chart
Domani Wealth, LLC SCHX ($24.86) 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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