Marks Group Wealth Management, Inc SCHX Holdings History
Marks Group Wealth Management, Inc's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Marks Group Wealth Management, Inc held 123,988.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $2.74 Mil. This investment constitutes 0.26% of their stock portfolio, and Marks Group Wealth Management, Inc now holds 0.01% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2025Q1. And since then Marks Group Wealth Management, Inc has made 1 purchases of SCHX, at an average price of $23.28, for a total of 123,988.00 shares. Based on historical transaction data and SCHX's current price of $24.57, Marks Group Wealth Management, Inc's estimated gain on his SCHX holdings is $159,944.52, reflecting a 5.54% gain to date.
Marks Group Wealth Management, Inc SCHX ($24.57) Holding Chart
Marks Group Wealth Management, Inc SCHX ($24.57) 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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