FIDELIS IM, LLC SCHX Holdings History
FIDELIS iM, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, FIDELIS iM, LLC held 1.34 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $29.57 Mil. This investment constitutes 13.7% of their stock portfolio, and FIDELIS iM, LLC now holds 0.06% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2021Q3. And since then FIDELIS iM, LLC has made 10 purchases of SCHX, at an average price of $31.27, for a total of 1.49 Mil shares. In addition, there have been 4 sales at an average price of $24.98 for 147,097.00 shares. Based on historical transaction data and SCHX's current price of $24.76, FIDELIS iM, LLC's estimated gain on his SCHX holdings is $-9.64 Mil, reflecting a -20.74% gain to date.
FIDELIS iM, LLC SCHX ($24.76) Holding Chart
FIDELIS iM, LLC SCHX ($24.76) 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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