Live Your Vision, LLC SCHX Holdings History
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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