KEYVANTAGE WEALTH, LLC SCHX Holdings History
KEYVANTAGE WEALTH, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, KEYVANTAGE WEALTH, LLC held 531,224.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $11.73 Mil. This investment constitutes 5.71% of their stock portfolio, and KEYVANTAGE WEALTH, LLC now holds 0.02% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $23.28 for 92,071.00 shares. Based on historical transaction data and SCHX's current price of $24.72, KEYVANTAGE WEALTH, LLC's estimated gain on his SCHX holdings is $740,030.76, reflecting a 5.09% gain to date.
KEYVANTAGE WEALTH, LLC SCHX ($24.72) Holding Chart
KEYVANTAGE WEALTH, LLC SCHX ($24.72) 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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