NewSquare Capital LLC SCHX Holdings History
NewSquare Capital LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, NewSquare Capital LLC held 2.37 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $52.01 Mil. This investment constitutes 4.24% of their stock portfolio, and NewSquare Capital LLC now holds 0.1% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2016Q4. And since then NewSquare Capital LLC has made 31 purchases of SCHX, at an average price of $28.54, for a total of 2.41 Mil shares. In addition, there have been 3 sales at an average price of $24.23 for 33,564.00 shares. Based on historical transaction data and SCHX's current price of $25.08, NewSquare Capital LLC's estimated gain on his SCHX holdings is $-8.35 Mil, reflecting a -12.16% gain to date.
NewSquare Capital LLC SCHX ($25.08) Holding Chart
NewSquare Capital LLC SCHX ($25.08) 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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