Matrix Trust Co SCHX Holdings History
Matrix Trust Co's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Matrix Trust Co held 1.43 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $31.59 Mil. This investment constitutes 5.33% of their stock portfolio, and Matrix Trust Co now holds 0.06% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2019Q2. And since then Matrix Trust Co has made 8 purchases of SCHX, at an average price of $28.21, for a total of 1.88 Mil shares. In addition, there have been 15 sales at an average price of $51.45 for 449,465.00 shares. Based on historical transaction data and SCHX's current price of $24.73, Matrix Trust Co's estimated gain on his SCHX holdings is $5.46 Mil, reflecting a 10.29% gain to date.
Matrix Trust Co SCHX ($24.73) Holding Chart
Matrix Trust Co SCHX ($24.73) 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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