FSA Investment Group, LLC SCHX Holdings History
Number of Shares
3.66 Mil
Current Holdings Value*
$80.86 Mil
% of Portfolio
68.82%
Total Estimate Gain
$6.71 Mil
% of Total Estimate Gain
7.86%
FSA Investment Group, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, FSA Investment Group, LLC held 3.66 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $80.86 Mil. This investment constitutes 68.82% of their stock portfolio, and FSA Investment Group, LLC now holds 0.16% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2024Q4. And since then FSA Investment Group, LLC has made 1 purchases of SCHX, at an average price of $23.32, for a total of 3.66 Mil shares. Based on historical transaction data and SCHX's current price of $25.15, FSA Investment Group, LLC's estimated gain on his SCHX holdings is $6.71 Mil, reflecting a 7.86% gain to date.
FSA Investment Group, LLC SCHX ($25.15) Holding Chart
FSA Investment Group, LLC SCHX ($25.15) 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 % |
Top Ranked Articles
- 1