R. W. Roge & Company, Inc. SCHX Holdings History
R. W. Roge & Company, Inc.'s Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, R. W. Roge & Company, Inc. held 415,854.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $9.18 Mil. This investment constitutes 5.03% of their stock portfolio, and R. W. Roge & Company, Inc. now holds 0.02% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2019Q4. And since then R. W. Roge & Company, Inc. has made 3 purchases of SCHX, at an average price of $29.05, for a total of 624,661.00 shares. In addition, there have been 18 sales at an average price of $45.52 for 208,807.00 shares. Based on historical transaction data and SCHX's current price of $24.86, R. W. Roge & Company, Inc.'s estimated gain on his SCHX holdings is $1.70 Mil, reflecting a 9.35% gain to date.
R. W. Roge & Company, Inc. SCHX ($24.86) Holding Chart
R. W. Roge & Company, Inc. SCHX ($24.86) 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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