FINANCIAL CONSULATE, INC SCHX Holdings History
FINANCIAL CONSULATE, INC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, FINANCIAL CONSULATE, INC held 4.12 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $90.92 Mil. This investment constitutes 23% of their stock portfolio, and FINANCIAL CONSULATE, INC now holds 0.18% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2015Q4. And since then FINANCIAL CONSULATE, INC has made 24 purchases of SCHX, at an average price of $28.02, for a total of 5.20 Mil shares. In addition, there have been 5 sales at an average price of $32.98 for 1.08 Mil shares. Based on historical transaction data and SCHX's current price of $24.77, FINANCIAL CONSULATE, INC's estimated gain on his SCHX holdings is $-8.02 Mil, reflecting a -5.50% gain to date.
FINANCIAL CONSULATE, INC SCHX ($24.77) Holding Chart
FINANCIAL CONSULATE, INC SCHX ($24.77) 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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