LOWE BROCKENBROUGH & CO INC SCHX Holdings History
LOWE BROCKENBROUGH & CO INC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, LOWE BROCKENBROUGH & CO INC held 871,427.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $19.24 Mil. This investment constitutes 1.27% of their stock portfolio, and LOWE BROCKENBROUGH & CO INC now holds 0.04% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2016Q4. And since then LOWE BROCKENBROUGH & CO INC has made 22 purchases of SCHX, at an average price of $26.64, for a total of 1.07 Mil shares. In addition, there have been 10 sales at an average price of $29.68 for 194,078.00 shares. Based on historical transaction data and SCHX's current price of $24.57, LOWE BROCKENBROUGH & CO INC's estimated gain on his SCHX holdings is $-1.22 Mil, reflecting a -4.29% gain to date.
LOWE BROCKENBROUGH & CO INC SCHX ($24.57) Holding Chart
LOWE BROCKENBROUGH & CO INC SCHX ($24.57) 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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