Schwab VIT Balanced Portfolio SCHX Holdings History
Schwab VIT Balanced Portfolio's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, SCHWAB ANNUITY PORTFOLIOS held 897,725.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $19.82 Mil. This investment constitutes 25.87% of their stock portfolio, and SCHWAB ANNUITY PORTFOLIOS now holds 0.04% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2019Q3. And since then Schwab VIT Balanced Portfolio has made 4 purchases of SCHX, at an average price of $28.21, for a total of 981,721.00 shares. In addition, there have been 9 sales at an average price of $49.34 for 83,996.00 shares. Based on historical transaction data and SCHX's current price of $25.11, Schwab VIT Balanced Portfolio's estimated gain on his SCHX holdings is $-1.01 Mil, reflecting a -3.64% gain to date.
Schwab VIT Balanced Portfolio SCHX ($25.11) Holding Chart
Schwab VIT Balanced Portfolio 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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