Schwab VIT Balanced With Growth Portfolio SCHX Holdings History
Schwab VIT Balanced with Growth Portfolio's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, SCHWAB ANNUITY PORTFOLIOS held 2.43 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $53.58 Mil. This investment constitutes 34.21% of their stock portfolio, and SCHWAB ANNUITY PORTFOLIOS now holds 0.11% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2019Q3. And since then Schwab VIT Balanced with Growth Portfolio has made 4 purchases of SCHX, at an average price of $27.46, for a total of 2.86 Mil shares. In addition, there have been 8 sales at an average price of $41.46 for 436,179.00 shares. Based on historical transaction data and SCHX's current price of $24.64, Schwab VIT Balanced with Growth Portfolio's estimated gain on his SCHX holdings is $-749,322.57, reflecting a -0.95% gain to date.
Schwab VIT Balanced with Growth Portfolio SCHX ($24.64) Holding Chart
Schwab VIT Balanced with Growth Portfolio SCHX ($24.64) 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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