Financial Advisors, LLC SCHX Holdings History
Financial Advisors, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Financial Advisors, LLC held 221,673.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $4.89 Mil. This investment constitutes 0.97% of their stock portfolio, and Financial Advisors, LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q4. And since then Financial Advisors, LLC has made 13 purchases of SCHX, at an average price of $27.75, for a total of 266,482.00 shares. In addition, there have been 12 sales at an average price of $43.22 for 44,809.00 shares. Based on historical transaction data and SCHX's current price of $24.86, Financial Advisors, LLC's estimated gain on his SCHX holdings is $53,881.06, reflecting a 0.73% gain to date.
Financial Advisors, LLC SCHX ($24.86) Holding Chart
Financial Advisors, 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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