Number of Shares
195,702.00
Current Holdings Value*
$4.32 Mil
% of Portfolio
3.25%
Total Estimate Gain
$350,219.10
% of Total Estimate Gain
7.59%

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 $25.11, Ring Mountain Capital, LLC's estimated gain on his SCHX holdings is $350,219.10, reflecting a 7.59% gain to date.

Ring Mountain Capital, LLC SCHX ($25.11) Holding Chart

Ring Mountain Capital, 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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