Mayfair Advisory Group, LLC SCHX Holdings History
Mayfair Advisory Group, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Mayfair Advisory Group, LLC held 77,467.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $1.71 Mil. This investment constitutes 0.99% of their stock portfolio, and Mayfair Advisory Group, LLC now holds 0% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2019Q4. And since then Mayfair Advisory Group, LLC has made 10 purchases of SCHX, at an average price of $26.53, for a total of 84,829.00 shares. In addition, there have been 8 sales at an average price of $44.06 for 7,362.00 shares. Based on historical transaction data and SCHX's current price of $24.57, Mayfair Advisory Group, LLC's estimated gain on his SCHX holdings is $-22,587.43, reflecting a -1.00% gain to date.
Mayfair Advisory Group, LLC SCHX ($24.57) Holding Chart
Mayfair Advisory Group, LLC 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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