MONEYWISE, INC. SCHX Holdings History
MONEYWISE, INC.'s Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, MONEYWISE, INC. held 830,036.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $20.29 Mil. This investment constitutes 9.51% of their stock portfolio, and MONEYWISE, INC. now holds 0.04% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q2. And since then MONEYWISE, INC. has made 11 purchases of SCHX, at an average price of $28.26, for a total of 1.73 Mil shares. In addition, there have been 18 sales at an average price of $32.55 for 895,504.00 shares. Based on historical transaction data and SCHX's current price of $24.86, MONEYWISE, INC.'s estimated gain on his SCHX holdings is $1.01 Mil, reflecting a 2.08% gain to date.
MONEYWISE, INC. SCHX ($24.86) Holding Chart
MONEYWISE, INC. SCHX ($24.86) 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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