Red Door Wealth Management, LLC SCHX Holdings History
Red Door Wealth Management, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Red Door Wealth Management, LLC held 1.28 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $28.31 Mil. This investment constitutes 4.18% of their stock portfolio, and Red Door Wealth Management, LLC now holds 0.06% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2019Q4. And since then Red Door Wealth Management, LLC has made 15 purchases of SCHX, at an average price of $29.22, for a total of 1.34 Mil shares. In addition, there have been 6 sales at an average price of $43.47 for 57,071.00 shares. Based on historical transaction data and SCHX's current price of $24.91, Red Door Wealth Management, LLC's estimated gain on his SCHX holdings is $-4.72 Mil, reflecting a -12.05% gain to date.
Red Door Wealth Management, LLC SCHX ($24.91) Holding Chart
Red Door Wealth Management, LLC SCHX ($24.91) 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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