FPC INVESTMENT ADVISORY, INC. SCHX Holdings History
FPC INVESTMENT ADVISORY, INC.'s Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, FPC INVESTMENT ADVISORY, INC. held 958,364.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $21.33 Mil. This investment constitutes 14.65% of their stock portfolio, and FPC INVESTMENT ADVISORY, INC. now holds 0.04% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2024Q4. And since then FPC INVESTMENT ADVISORY, INC. has made 2 purchases of SCHX, at an average price of $23.31, for a total of 958,364.00 shares. Based on historical transaction data and SCHX's current price of $24.73, FPC INVESTMENT ADVISORY, INC.'s estimated gain on his SCHX holdings is $1.37 Mil, reflecting a 6.11% gain to date.
FPC INVESTMENT ADVISORY, INC. SCHX ($24.73) Holding Chart
FPC INVESTMENT ADVISORY, INC. SCHX ($24.73) 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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