Number of Shares
1.23 Mil
Current Holdings Value*
$27.18 Mil
% of Portfolio
6.12%
Total Estimate Gain
$-1.35 Mil
% of Total Estimate Gain
-3.09%

MANCHESTER FINANCIAL INC's Schwab U.S. Large-Cap ETF Holding Summary

As of 2025-03-31, MANCHESTER FINANCIAL INC held 1.23 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $27.18 Mil. This investment constitutes 6.12% of their stock portfolio, and MANCHESTER FINANCIAL INC now holds 0.05% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.

The initial trade took place in 2018Q4. And since then MANCHESTER FINANCIAL INC has made 8 purchases of SCHX, at an average price of $28.93, for a total of 1.51 Mil shares. In addition, there have been 17 sales at an average price of $42.29 for 283,658.00 shares. Based on historical transaction data and SCHX's current price of $24.75, MANCHESTER FINANCIAL INC's estimated gain on his SCHX holdings is $-1.35 Mil, reflecting a -3.09% gain to date.

MANCHESTER FINANCIAL INC SCHX ($24.75) Holding Chart

MANCHESTER FINANCIAL INC SCHX ($24.75) 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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