HRC WEALTH MANAGEMENT, LLC SCHX Holdings History
HRC WEALTH MANAGEMENT, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, HRC WEALTH MANAGEMENT, LLC held 1.16 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $25.68 Mil. This investment constitutes 15.94% of their stock portfolio, and HRC WEALTH MANAGEMENT, LLC now holds 0.05% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2023Q4. And since then HRC WEALTH MANAGEMENT, LLC has made 3 purchases of SCHX, at an average price of $32.21, for a total of 1.17 Mil shares. In addition, there have been 2 sales at an average price of $44.75 for 5,418.00 shares. Based on historical transaction data and SCHX's current price of $24.75, HRC WEALTH MANAGEMENT, LLC's estimated gain on his SCHX holdings is $-8.61 Mil, reflecting a -22.87% gain to date.
HRC WEALTH MANAGEMENT, LLC SCHX ($24.75) Holding Chart
HRC WEALTH MANAGEMENT, LLC SCHX ($24.75) 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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