Ethos Financial Group, LLC SCHX Holdings History
Ethos Financial Group, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Ethos Financial Group, LLC held 1.03 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $23.78 Mil. This investment constitutes 2.32% of their stock portfolio, and Ethos Financial Group, LLC now holds 0.04% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2022Q4. And since then Ethos Financial Group, LLC has made 8 purchases of SCHX, at an average price of $30.11, for a total of 1.03 Mil shares. Based on historical transaction data and SCHX's current price of $24.51, Ethos Financial Group, LLC's estimated gain on his SCHX holdings is $-5.75 Mil, reflecting a -18.61% gain to date.
Ethos Financial Group, LLC SCHX ($24.51) Holding Chart
Ethos Financial Group, LLC SCHX ($24.51) 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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