Game Plan Financial Advisors, LLC SCHX Holdings History
Game Plan Financial Advisors, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Game Plan Financial Advisors, LLC held 122,314.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $2.70 Mil. This investment constitutes 1.6% of their stock portfolio, and Game Plan Financial Advisors, LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2019Q4. And since then Game Plan Financial Advisors, LLC has made 10 purchases of SCHX, at an average price of $29.58, for a total of 253,241.00 shares. In addition, there have been 7 sales at an average price of $29.60 for 130,927.00 shares. Based on historical transaction data and SCHX's current price of $24.77, Game Plan Financial Advisors, LLC's estimated gain on his SCHX holdings is $-586,599.58, reflecting a -7.83% gain to date.
Game Plan Financial Advisors, LLC SCHX ($24.77) Holding Chart
Game Plan Financial Advisors, LLC SCHX ($24.77) 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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