KAVAR CAPITAL PARTNERS GROUP, LLC SCHX Holdings History
KAVAR CAPITAL PARTNERS GROUP, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, KAVAR CAPITAL PARTNERS GROUP, LLC held 1.56 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $38.07 Mil. This investment constitutes 5.47% of their stock portfolio, and KAVAR CAPITAL PARTNERS GROUP, LLC now holds 0.07% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2020Q4. And since then KAVAR CAPITAL PARTNERS GROUP, LLC has made 14 purchases of SCHX, at an average price of $33.74, for a total of 2.04 Mil shares. In addition, there have been 4 sales at an average price of $57.02 for 485,876.00 shares. Based on historical transaction data and SCHX's current price of $24.86, KAVAR CAPITAL PARTNERS GROUP, LLC's estimated gain on his SCHX holdings is $-2.53 Mil, reflecting a -3.67% gain to date.
KAVAR CAPITAL PARTNERS GROUP, LLC SCHX ($24.86) Holding Chart
KAVAR CAPITAL PARTNERS GROUP, LLC 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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