RiverPoint Capital Management, LLC SCHX Holdings History
RiverPoint Capital Management, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2018-09-30, RiverPoint Capital Management, LLC held 2.06 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $71.56 Mil. This investment constitutes 3.95% of their stock portfolio, and RiverPoint Capital Management, LLC now holds 0.16% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2015Q4. And since then RiverPoint Capital Management, LLC has made 4 purchases of SCHX, at an average price of $25.04, for a total of 2.06 Mil shares. Based on historical transaction data and SCHX's current price of $24.73, RiverPoint Capital Management, LLC's estimated gain on his SCHX holdings is $-645,003.76, reflecting a -1.25% gain to date.
RiverPoint Capital Management, LLC SCHX ($24.73) Holding Chart
RiverPoint Capital Management, LLC SCHX ($24.73) 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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