Farrell Financial LLC SCHX Holdings History
Farrell Financial LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Farrell Financial LLC held 444,416.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $9.81 Mil. This investment constitutes 7.14% of their stock portfolio, and Farrell Financial LLC now holds 0.02% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2023Q4. And since then Farrell Financial LLC has made 2 purchases of SCHX, at an average price of $25.47, for a total of 1.29 Mil shares. In addition, there have been 1 sales at an average price of $23.63 for 850,427.00 shares. Based on historical transaction data and SCHX's current price of $24.03, Farrell Financial LLC's estimated gain on his SCHX holdings is $-2.21 Mil, reflecting a -6.71% gain to date.
Farrell Financial LLC SCHX ($24.03) Holding Chart
Farrell Financial LLC SCHX ($24.03) 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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