Number of Shares
516,752.00
Current Holdings Value*
$18.10 Mil
% of Portfolio
6.02%
Total Estimate Gain
$-2.69 Mil
% of Total Estimate Gain
-17.13%

Live Your Vision, LLC's Schwab U.S. Large-Cap ETF Holding Summary

As of 2019-03-31, Live Your Vision, LLC held 516,752.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $18.10 Mil. This investment constitutes 6.02% of their stock portfolio, and Live Your Vision, LLC now holds 0.04% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.

The initial trade took place in 2015Q4. And since then Live Your Vision, LLC has made 6 purchases of SCHX, at an average price of $29.85, for a total of 526,564.00 shares. Based on historical transaction data and SCHX's current price of $24.64, Live Your Vision, LLC's estimated gain on his SCHX holdings is $-2.69 Mil, reflecting a -17.13% gain to date.

Live Your Vision, LLC SCHX ($24.64) Holding Chart

Live Your Vision, LLC SCHX ($24.64) 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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