Newman & Schimel, LLC SCHX Holdings History
Newman & Schimel, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2022-12-31, Newman & Schimel, LLC held 103,741.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $4.68 Mil. This investment constitutes 2.12% of their stock portfolio, and Newman & Schimel, LLC now holds 0.02% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2020Q4. And since then Newman & Schimel, LLC has made 7 purchases of SCHX, at an average price of $49.14, for a total of 104,399.00 shares. In addition, there have been 1 sales at an average price of $45.26 for 658.00 shares. Based on historical transaction data and SCHX's current price of $24.89, Newman & Schimel, LLC's estimated gain on his SCHX holdings is $-2.52 Mil, reflecting a -49.09% gain to date.
Newman & Schimel, LLC SCHX ($24.89) Holding Chart
Newman & Schimel, LLC SCHX ($24.89) 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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