Provident Wealth Management, LLC SCHX Holdings History
Provident Wealth Management, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Provident Wealth Management, LLC held 1.08 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $23.89 Mil. This investment constitutes 8.23% of their stock portfolio, and Provident Wealth Management, LLC now holds 0.05% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2019Q4. And since then Provident Wealth Management, LLC has made 14 purchases of SCHX, at an average price of $30.13, for a total of 1.18 Mil shares. In addition, there have been 8 sales at an average price of $45.76 for 101,611.00 shares. Based on historical transaction data and SCHX's current price of $24.75, Provident Wealth Management, LLC's estimated gain on his SCHX holdings is $-4.23 Mil, reflecting a -11.87% gain to date.
Provident Wealth Management, LLC SCHX ($24.75) Holding Chart
Provident Wealth Management, LLC SCHX ($24.75) 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
