Ring Mountain Capital, LLC SCHX Holdings History
Number of Shares
195,702.00
Current Holdings Value*
$4.32 Mil
% of Portfolio
3.25%
Total Estimate Gain
$311,078.70
% of Total Estimate Gain
6.74%
Ring Mountain Capital, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Ring Mountain Capital, LLC held 195,702.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $4.32 Mil. This investment constitutes 3.25% of their stock portfolio, and Ring Mountain Capital, LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $23.28 for 2,187.00 shares. Based on historical transaction data and SCHX's current price of $24.91, Ring Mountain Capital, LLC's estimated gain on his SCHX holdings is $311,078.70, reflecting a 6.74% gain to date.
Ring Mountain Capital, LLC SCHX ($24.91) Holding Chart
Ring Mountain Capital, 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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