Northwest Quadrant Wealth Management, LLC SCHX Holdings History
Northwest Quadrant Wealth Management, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Northwest Quadrant Wealth Management, LLC held 4.74 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $104.55 Mil. This investment constitutes 24.54% of their stock portfolio, and Northwest Quadrant Wealth Management, LLC now holds 0.2% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q2. And since then Northwest Quadrant Wealth Management, LLC has made 25 purchases of SCHX, at an average price of $27.36, for a total of 5.10 Mil shares. In addition, there have been 3 sales at an average price of $51.56 for 367,509.00 shares. Based on historical transaction data and SCHX's current price of $24.91, Northwest Quadrant Wealth Management, LLC's estimated gain on his SCHX holdings is $-2.73 Mil, reflecting a -1.96% gain to date.
Northwest Quadrant Wealth Management, LLC SCHX ($24.91) Holding Chart
Northwest Quadrant Wealth Management, LLC SCHX ($24.91) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
