Filbrandt Wealth Management, LLC SCHX Holdings History
Filbrandt Wealth Management, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2021-09-30, Filbrandt Wealth Management, LLC held 939,716.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $48.88 Mil. This investment constitutes 28.06% of their stock portfolio, and Filbrandt Wealth Management, LLC now holds 0.07% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2019Q4. And since then Filbrandt Wealth Management, LLC has made 6 purchases of SCHX, at an average price of $36.46, for a total of 945,276.00 shares. In addition, there have been 1 sales at an average price of $33.72 for 5,560.00 shares. Based on historical transaction data and SCHX's current price of $24.86, Filbrandt Wealth Management, LLC's estimated gain on his SCHX holdings is $-10.91 Mil, reflecting a -31.66% gain to date.
Filbrandt Wealth Management, LLC SCHX ($24.86) Holding Chart
Filbrandt Wealth Management, LLC SCHX ($24.86) 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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