Fund Evaluation Group, LLC SCHX Holdings History
Fund Evaluation Group, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Fund Evaluation Group, LLC held 7.96 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $175.66 Mil. This investment constitutes 7.6% of their stock portfolio, and Fund Evaluation Group, LLC now holds 0.35% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2021Q2. And since then Fund Evaluation Group, LLC has made 7 purchases of SCHX, at an average price of $26.40, for a total of 8.00 Mil shares. In addition, there have been 4 sales at an average price of $57.42 for 39,994.00 shares. Based on historical transaction data and SCHX's current price of $24.86, Fund Evaluation Group, LLC's estimated gain on his SCHX holdings is $-11.00 Mil, reflecting a -5.21% gain to date.
Fund Evaluation Group, LLC SCHX ($24.86) Holding Chart
Fund Evaluation Group, 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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