IMA Advisory Services, Inc. SCHX Holdings History
IMA Advisory Services, Inc.'s Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, IMA Advisory Services, Inc. held 1.81 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $39.95 Mil. This investment constitutes 4.74% of their stock portfolio, and IMA Advisory Services, Inc. now holds 0.08% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2017Q1. And since then IMA Advisory Services, Inc. has made 18 purchases of SCHX, at an average price of $25.20, for a total of 2.59 Mil shares. In addition, there have been 9 sales at an average price of $49.50 for 783,467.00 shares. Based on historical transaction data and SCHX's current price of $24.86, IMA Advisory Services, Inc.'s estimated gain on his SCHX holdings is $18.42 Mil, reflecting a 28.20% gain to date.
IMA Advisory Services, Inc. SCHX ($24.86) Holding Chart
IMA Advisory Services, Inc. SCHX ($24.86) 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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