Lloyd Advisory Services, LLC. SCHX Holdings History
Lloyd Advisory Services, LLC.'s Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, Lloyd Advisory Services, LLC. held - shares of Schwab U.S. Large-Cap ETF(SCHX), totaling N/A. This investment constitutes 0% of their stock portfolio, and Lloyd Advisory Services, LLC. now holds 0% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2021Q1. And since then Lloyd Advisory Services, LLC. has made 9 purchases of SCHX, at an average price of $41.05, for a total of 429,788.00 shares. In addition, there have been 5 sales at an average price of $44.56 for 429,788.00 shares. Based on historical transaction data and SCHX's current price of $25.00, Lloyd Advisory Services, LLC.'s estimated gain on his SCHX holdings is $1.51 Mil, reflecting a 8.54% gain to date.
Lloyd Advisory Services, LLC. SCHX ($25.00) Holding Chart
Lloyd Advisory Services, LLC. SCHX ($25.00) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
