PIERSHALE FINANCIAL GROUP, INC. SCHX Holdings History
PIERSHALE FINANCIAL GROUP, INC.'s Schwab U.S. Large-Cap ETF Holding Summary
As of 2023-06-30, PIERSHALE FINANCIAL GROUP, INC. held 305,493.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $16.00 Mil. This investment constitutes 10.19% of their stock portfolio, and PIERSHALE FINANCIAL GROUP, INC. now holds 0.05% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2015Q4. And since then PIERSHALE FINANCIAL GROUP, INC. has made 11 purchases of SCHX, at an average price of $36.24, for a total of 4.33 Mil shares. In addition, there have been 9 sales at an average price of $40.53 for 4.03 Mil shares. Based on historical transaction data and SCHX's current price of $24.89, PIERSHALE FINANCIAL GROUP, INC.'s estimated gain on his SCHX holdings is $13.82 Mil, reflecting a 8.80% gain to date.
PIERSHALE FINANCIAL GROUP, INC. SCHX ($24.89) Holding Chart
PIERSHALE FINANCIAL GROUP, INC. 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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