FLOYD FINANCIAL GROUP LLC SCHX Holdings History
FLOYD FINANCIAL GROUP LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, FLOYD FINANCIAL GROUP LLC held 270,326.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $6.70 Mil. This investment constitutes 6.19% of their stock portfolio, and FLOYD FINANCIAL GROUP LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $22.98 for 265,442.00 shares. Based on historical transaction data and SCHX's current price of $25.11, FLOYD FINANCIAL GROUP LLC's estimated gain on his SCHX holdings is $393,282.22, reflecting a 3.15% gain to date.
FLOYD FINANCIAL GROUP LLC SCHX ($25.11) Holding Chart
FLOYD FINANCIAL GROUP LLC SCHX ($25.11) 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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