Gleason Group, Inc. SCHX Holdings History
Gleason Group, Inc.'s Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, Gleason Group, Inc. held 1.28 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $31.27 Mil. This investment constitutes 3.39% of their stock portfolio, and Gleason Group, Inc. now holds 0.06% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2019Q4. And since then Gleason Group, Inc. has made 14 purchases of SCHX, at an average price of $31.13, for a total of 1.41 Mil shares. In addition, there have been 6 sales at an average price of $23.21 for 129,881.00 shares. Based on historical transaction data and SCHX's current price of $24.93, Gleason Group, Inc.'s estimated gain on his SCHX holdings is $-8.97 Mil, reflecting a -20.44% gain to date.
Gleason Group, Inc. SCHX ($24.93) Holding Chart
Gleason Group, Inc. SCHX ($24.93) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
