NAPATREE CAPITAL LLC SCHX Holdings History
NAPATREE CAPITAL LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, NAPATREE CAPITAL LLC held 127,621.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $2.82 Mil. This investment constitutes 1.58% of their stock portfolio, and NAPATREE CAPITAL LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2023Q4. And since then NAPATREE CAPITAL LLC has made 4 purchases of SCHX, at an average price of $33.41, for a total of 228,330.00 shares. In addition, there have been 1 sales at an average price of $23.28 for 100,709.00 shares. Based on historical transaction data and SCHX's current price of $24.86, NAPATREE CAPITAL LLC's estimated gain on his SCHX holdings is $-2.11 Mil, reflecting a -27.69% gain to date.
NAPATREE CAPITAL LLC SCHX ($24.86) Holding Chart
NAPATREE CAPITAL LLC SCHX ($24.86) 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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