Main Street Financial Solutions, LLC SCHX Holdings History
Main Street Financial Solutions, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Main Street Financial Solutions, LLC held 1.23 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $27.19 Mil. This investment constitutes 2.36% of their stock portfolio, and Main Street Financial Solutions, LLC now holds 0.05% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2020Q4. And since then Main Street Financial Solutions, LLC has made 15 purchases of SCHX, at an average price of $30.22, for a total of 1.29 Mil shares. In addition, there have been 2 sales at an average price of $52.56 for 57,112.00 shares. Based on historical transaction data and SCHX's current price of $25.00, Main Street Financial Solutions, LLC's estimated gain on his SCHX holdings is $-5.16 Mil, reflecting a -13.26% gain to date.
Main Street Financial Solutions, LLC SCHX ($25.00) Holding Chart
Main Street Financial Solutions, 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 % | |||
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