SHEETS SMITH WEALTH MANAGEMENT SCHX Holdings History
SHEETS SMITH WEALTH MANAGEMENT's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, SHEETS SMITH WEALTH MANAGEMENT held 691,015.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $16.89 Mil. This investment constitutes 1.98% of their stock portfolio, and SHEETS SMITH WEALTH MANAGEMENT now holds 0.03% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2015Q4. And since then SHEETS SMITH WEALTH MANAGEMENT has made 25 purchases of SCHX, at an average price of $35.61, for a total of 1.42 Mil shares. In addition, there have been 15 sales at an average price of $45.91 for 726,249.00 shares. Based on historical transaction data and SCHX's current price of $24.89, SHEETS SMITH WEALTH MANAGEMENT's estimated gain on his SCHX holdings is $72,353.55, reflecting a 0.14% gain to date.
SHEETS SMITH WEALTH MANAGEMENT SCHX ($24.89) Holding Chart
SHEETS SMITH WEALTH MANAGEMENT SCHX ($24.89) 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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