Relaxing Retirement Coach SCHX Holdings History
Relaxing Retirement Coach's Schwab U.S. Large-Cap ETF Holding Summary
As of 2023-06-30, Relaxing Retirement Coach held 163,157.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $8.54 Mil. This investment constitutes 2.57% of their stock portfolio, and Relaxing Retirement Coach now holds 0.03% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q2. And since then Relaxing Retirement Coach has made 3 purchases of SCHX, at an average price of $32.04, for a total of 819,158.00 shares. In addition, there have been 18 sales at an average price of $38.33 for 656,001.00 shares. Based on historical transaction data and SCHX's current price of $24.86, Relaxing Retirement Coach's estimated gain on his SCHX holdings is $2.96 Mil, reflecting a 11.27% gain to date.
Relaxing Retirement Coach SCHX ($24.86) Holding Chart
Relaxing Retirement Coach 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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