Domani Wealth, LLC SCHX Holdings History

Number of Shares
306,154.00
Current Holdings Value*
$14.81 Mil
% of Portfolio
3.44%
Total Estimate Gain
$-1.62 Mil
% of Total Estimate Gain
-16.65%

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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