MinichMacGregor Wealth Management, LLC SCHX Holdings History
MinichMacGregor Wealth Management, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, MinichMacGregor Wealth Management, LLC held 541,186.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $13.23 Mil. This investment constitutes 2.83% of their stock portfolio, and MinichMacGregor Wealth Management, LLC now holds 0.02% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q2. And since then MinichMacGregor Wealth Management, LLC has made 12 purchases of SCHX, at an average price of $28.92, for a total of 1.03 Mil shares. In addition, there have been 16 sales at an average price of $34.48 for 489,012.00 shares. Based on historical transaction data and SCHX's current price of $25.07, MinichMacGregor Wealth Management, LLC's estimated gain on his SCHX holdings is $636,038.04, reflecting a 2.14% gain to date.
MinichMacGregor Wealth Management, LLC SCHX ($25.07) Holding Chart
MinichMacGregor Wealth Management, LLC SCHX ($25.07) 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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