Number of Shares
122,314.00
Current Holdings Value*
$2.70 Mil
% of Portfolio
1.6%
Total Estimate Gain
$-586,599.58
% of Total Estimate Gain
-7.83%

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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