Powers Advisory Group, LLC SCHX Holdings History
Powers Advisory Group, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Powers Advisory Group, LLC held 1.20 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $26.45 Mil. This investment constitutes 12.6% of their stock portfolio, and Powers Advisory Group, LLC now holds 0.05% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2021Q4. And since then Powers Advisory Group, LLC has made 10 purchases of SCHX, at an average price of $32.64, for a total of 1.22 Mil shares. In addition, there have been 3 sales at an average price of $32.05 for 17,288.00 shares. Based on historical transaction data and SCHX's current price of $24.77, Powers Advisory Group, LLC's estimated gain on his SCHX holdings is $-9.43 Mil, reflecting a -23.79% gain to date.
Powers Advisory Group, LLC SCHX ($24.77) Holding Chart
Powers Advisory Group, LLC SCHX ($24.77) 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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