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 %

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