Lighthouse Financial Advisors, Inc. SCHX Holdings History
Lighthouse Financial Advisors, Inc.'s Schwab U.S. Large-Cap ETF Holding Summary
As of 2021-03-31, Lighthouse Financial Advisors, Inc. held 936,030.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $44.94 Mil. This investment constitutes 13.67% of their stock portfolio, and Lighthouse Financial Advisors, Inc. now holds 0.07% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2019Q4. And since then Lighthouse Financial Advisors, Inc. has made 3 purchases of SCHX, at an average price of $35.41, for a total of 1.10 Mil shares. In addition, there have been 2 sales at an average price of $40.63 for 168,312.00 shares. Based on historical transaction data and SCHX's current price of $25.08, Lighthouse Financial Advisors, Inc.'s estimated gain on his SCHX holdings is $-8.80 Mil, reflecting a -22.50% gain to date.
Lighthouse Financial Advisors, Inc. SCHX ($25.08) Holding Chart
Lighthouse Financial Advisors, Inc. SCHX ($25.08) 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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