KerberRose Wealth Management, LLC SCHX Holdings History
Number of Shares
125,310.00
Current Holdings Value*
$5.60 Mil
% of Portfolio
4.56%
Total Estimate Gain
$-2.98 Mil
% of Total Estimate Gain
-49.08%
KerberRose Wealth Management, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2022-06-30, KerberRose Wealth Management, LLC held 125,310.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $5.60 Mil. This investment constitutes 4.56% of their stock portfolio, and KerberRose Wealth Management, LLC now holds 0.02% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2022Q2. Based on historical transaction data and SCHX's current price of $24.70, KerberRose Wealth Management, LLC's estimated gain on his SCHX holdings is $-2.98 Mil, reflecting a -49.08% gain to date.
KerberRose Wealth Management, LLC SCHX ($24.70) Holding Chart
KerberRose Wealth Management, LLC SCHX ($24.70) 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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