Northeast Financial Group, Inc. SCHX Holdings History
Northeast Financial Group, Inc.'s Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, Northeast Financial Group, Inc. held 1.79 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $43.84 Mil. This investment constitutes 12.78% of their stock portfolio, and Northeast Financial Group, Inc. now holds 0.08% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2020Q4. And since then Northeast Financial Group, Inc. has made 9 purchases of SCHX, at an average price of $30.03, for a total of 2.09 Mil shares. In addition, there have been 8 sales at an average price of $44.49 for 293,520.00 shares. Based on historical transaction data and SCHX's current price of $25.11, Northeast Financial Group, Inc.'s estimated gain on his SCHX holdings is $-4.58 Mil, reflecting a -7.30% gain to date.
Northeast Financial Group, Inc. SCHX ($25.11) Holding Chart
Northeast Financial Group, Inc. SCHX ($25.11) 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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