SigFig Wealth Management, LLC SCHX Holdings History
SigFig Wealth Management, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, SigFig Wealth Management, LLC held 1.17 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $28.48 Mil. This investment constitutes 0.94% of their stock portfolio, and SigFig Wealth Management, LLC now holds 0.05% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q2. And since then SigFig Wealth Management, LLC has made 22 purchases of SCHX, at an average price of $25.90, for a total of 1.17 Mil shares. In addition, there have been 7 sales at an average price of $42.30 for 2,936.00 shares. Based on historical transaction data and SCHX's current price of $24.86, SigFig Wealth Management, LLC's estimated gain on his SCHX holdings is $-1.17 Mil, reflecting a -3.85% gain to date.
SigFig Wealth Management, LLC SCHX ($24.86) Holding Chart
SigFig Wealth Management, LLC SCHX ($24.86) 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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