Number of Shares
631,615.00
Current Holdings Value*
$13.95 Mil
% of Portfolio
5.72%
Total Estimate Gain
$-910,626.14
% of Total Estimate Gain
-5.14%

Leisure Capital Management's Schwab U.S. Large-Cap ETF Holding Summary

As of 2025-03-31, Leisure Capital Management held 631,615.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $13.95 Mil. This investment constitutes 5.72% of their stock portfolio, and Leisure Capital Management now holds 0.03% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.

The initial trade took place in 2015Q4. And since then Leisure Capital Management has made 20 purchases of SCHX, at an average price of $26.82, for a total of 660,647.00 shares. In addition, there have been 9 sales at an average price of $41.61 for 29,032.00 shares. Based on historical transaction data and SCHX's current price of $24.70, Leisure Capital Management's estimated gain on his SCHX holdings is $-910,626.14, reflecting a -5.14% gain to date.

Leisure Capital Management SCHX ($24.70) Holding Chart

Leisure Capital Management 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 %

Top Ranked Articles

  • 1