Grey Fox Wealth Advisors, LLC SCHV Holdings History
Grey Fox Wealth Advisors, LLC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, Grey Fox Wealth Advisors, LLC held 141,280.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $3.76 Mil. This investment constitutes 1.13% of their stock portfolio, and Grey Fox Wealth Advisors, LLC now holds 0.03% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2022Q4. And since then Grey Fox Wealth Advisors, LLC has made 5 purchases of SCHV, at an average price of $40.06, for a total of 159,703.00 shares. In addition, there have been 4 sales at an average price of $65.92 for 18,423.00 shares. Based on historical transaction data and SCHV's current price of $27.99, Grey Fox Wealth Advisors, LLC's estimated gain on his SCHV holdings is $-1.23 Mil, reflecting a -19.21% gain to date.
Grey Fox Wealth Advisors, LLC SCHV ($27.99) Holding Chart
Grey Fox Wealth Advisors, LLC SCHV ($27.99) 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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