Number of Shares
808,868.00
Current Holdings Value*
$19.77 Mil
% of Portfolio
16.16%
Total Estimate Gain
$1.24 Mil
% of Total Estimate Gain
4.75%

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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