Koss-Olinger Consulting, LLC SCHX Holdings History
Koss-Olinger Consulting, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Koss-Olinger Consulting, LLC held 9.87 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $218.02 Mil. This investment constitutes 18.37% of their stock portfolio, and Koss-Olinger Consulting, LLC now holds 0.43% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2021Q1. And since then Koss-Olinger Consulting, LLC has made 11 purchases of SCHX, at an average price of $40.99, for a total of 16.40 Mil shares. In addition, there have been 5 sales at an average price of $55.36 for 6.53 Mil shares. Based on historical transaction data and SCHX's current price of $24.86, Koss-Olinger Consulting, LLC's estimated gain on his SCHX holdings is $-65.46 Mil, reflecting a -9.74% gain to date.
Koss-Olinger Consulting, LLC SCHX ($24.86) Holding Chart
Koss-Olinger Consulting, 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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