SVA Plumb Wealth Management, LLC SCHX Holdings History
SVA Plumb Wealth Management, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2020-12-31, SVA Plumb Wealth Management, LLC held 2.50 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $113.81 Mil. This investment constitutes 10.57% of their stock portfolio, and SVA Plumb Wealth Management, LLC now holds 0.2% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2015Q4. And since then SVA Plumb Wealth Management, LLC has made 11 purchases of SCHX, at an average price of $30.81, for a total of 2.51 Mil shares. In addition, there have been 1 sales at an average price of $33.59 for 8,228.00 shares. Based on historical transaction data and SCHX's current price of $24.70, SVA Plumb Wealth Management, LLC's estimated gain on his SCHX holdings is $-15.26 Mil, reflecting a -19.73% gain to date.
SVA Plumb Wealth Management, LLC SCHX ($24.70) Holding Chart
SVA Plumb Wealth Management, LLC SCHX ($24.70) 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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