RIVERSEDGE ADVISORS, LLC SCHX Holdings History
RIVERSEDGE ADVISORS, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, RIVERSEDGE ADVISORS, LLC held 573,799.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $14.02 Mil. This investment constitutes 2.74% of their stock portfolio, and RIVERSEDGE ADVISORS, LLC now holds 0.03% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2019Q2. And since then RIVERSEDGE ADVISORS, LLC has made 11 purchases of SCHX, at an average price of $28.46, for a total of 2.11 Mil shares. In addition, there have been 12 sales at an average price of $28.39 for 1.53 Mil shares. Based on historical transaction data and SCHX's current price of $25.11, RIVERSEDGE ADVISORS, LLC's estimated gain on his SCHX holdings is $-2.02 Mil, reflecting a -3.37% gain to date.
RIVERSEDGE ADVISORS, LLC SCHX ($25.11) Holding Chart
RIVERSEDGE ADVISORS, LLC SCHX ($25.11) 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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