Number of Shares
191,869.00
Current Holdings Value*
$4.24 Mil
% of Portfolio
2.33%
Total Estimate Gain
$-2.14 Mil
% of Total Estimate Gain
-14.11%

Hutchens & Kramer Investment Management Group, LLC's Schwab U.S. Large-Cap ETF Holding Summary

As of 2025-03-31, Hutchens & Kramer Investment Management Group, LLC held 191,869.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $4.24 Mil. This investment constitutes 2.33% of their stock portfolio, and Hutchens & Kramer Investment Management Group, LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.

The initial trade took place in 2021Q4. And since then Hutchens & Kramer Investment Management Group, LLC has made 2 purchases of SCHX, at an average price of $43.30, for a total of 350,983.00 shares. In addition, there have been 11 sales at an average price of $52.18 for 159,114.00 shares. Based on historical transaction data and SCHX's current price of $24.75, Hutchens & Kramer Investment Management Group, LLC's estimated gain on his SCHX holdings is $-2.14 Mil, reflecting a -14.11% gain to date.

Hutchens & Kramer Investment Management Group, LLC SCHX ($24.75) Holding Chart

Hutchens & Kramer Investment Management Group, 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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