GEN Financial Management, INC. SCHX Holdings History
GEN Financial Management, INC.'s Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, GEN Financial Management, INC. held 808,868.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $19.77 Mil. This investment constitutes 16.16% of their stock portfolio, and GEN Financial Management, INC. now holds 0.04% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $22.61 for 307,408.00 shares. Based on historical transaction data and SCHX's current price of $25.12, GEN Financial Management, INC.'s estimated gain on his SCHX holdings is $1.24 Mil, reflecting a 4.75% gain to date.
GEN Financial Management, INC. SCHX ($25.12) Holding Chart
GEN Financial Management, INC. SCHX ($25.12) 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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