Kalos Management, Inc. SCHX Holdings History
Kalos Management, Inc.'s Schwab U.S. Large-Cap ETF Holding Summary
As of 2023-09-30, Kalos Management, Inc. held - shares of Schwab U.S. Large-Cap ETF(SCHX), totaling N/A. This investment constitutes 0% of their stock portfolio, and Kalos Management, Inc. now holds 0% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q2. And since then Kalos Management, Inc. has made 14 purchases of SCHX, at an average price of $32.83, for a total of 650,712.00 shares. In addition, there have been 8 sales at an average price of $36.60 for 650,712.00 shares. Based on historical transaction data and SCHX's current price of $25.11, Kalos Management, Inc.'s estimated gain on his SCHX holdings is $2.45 Mil, reflecting a 11.48% gain to date.
Kalos Management, Inc. SCHX ($25.11) Holding Chart
Kalos Management, Inc. SCHX ($25.11) 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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