Flower City Capital SCHX Holdings History

Number of Shares
118,752.00
Current Holdings Value*
$2.90 Mil
% of Portfolio
1.71%
Total Estimate Gain
$-1.37 Mil
% of Total Estimate Gain
-18.25%

Flower City Capital's Schwab U.S. Large-Cap ETF Holding Summary

As of 2025-06-30, Flower City Capital held 118,752.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $2.90 Mil. This investment constitutes 1.71% of their stock portfolio, and Flower City Capital now holds 0.01% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.

The initial trade took place in 2022Q1. And since then Flower City Capital has made 3 purchases of SCHX, at an average price of $40.12, for a total of 187,678.00 shares. In addition, there have been 11 sales at an average price of $46.47 for 68,926.00 shares. Based on historical transaction data and SCHX's current price of $24.86, Flower City Capital's estimated gain on his SCHX holdings is $-1.37 Mil, reflecting a -18.25% gain to date.

Flower City Capital SCHX ($24.86) Holding Chart

Flower City Capital 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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