Hurlow Wealth Management Group, Inc. SCHX Holdings History
Hurlow Wealth Management Group, Inc.'s Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, Hurlow Wealth Management Group, Inc. held 134,651.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $3.29 Mil. This investment constitutes 0.93% of their stock portfolio, and Hurlow Wealth Management Group, Inc. now holds 0.01% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q4. And since then Hurlow Wealth Management Group, Inc. has made 8 purchases of SCHX, at an average price of $27.85, for a total of 265,585.00 shares. In addition, there have been 18 sales at an average price of $35.91 for 130,934.00 shares. Based on historical transaction data and SCHX's current price of $25.12, Hurlow Wealth Management Group, Inc.'s estimated gain on his SCHX holdings is $688,596.99, reflecting a 9.31% gain to date.
Hurlow Wealth Management Group, Inc. SCHX ($25.12) Holding Chart
Hurlow Wealth Management Group, Inc. SCHX ($25.12) 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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