Sound View Wealth Advisors Group, LLC SCHX Holdings History
Sound View Wealth Advisors Group, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Sound View Wealth Advisors Group, LLC held 956,160.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $21.11 Mil. This investment constitutes 1.73% of their stock portfolio, and Sound View Wealth Advisors Group, LLC now holds 0.04% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2019Q2. And since then Sound View Wealth Advisors Group, LLC has made 17 purchases of SCHX, at an average price of $28.43, for a total of 1.04 Mil shares. In addition, there have been 6 sales at an average price of $36.71 for 81,633.00 shares. Based on historical transaction data and SCHX's current price of $24.86, Sound View Wealth Advisors Group, LLC's estimated gain on his SCHX holdings is $-2.74 Mil, reflecting a -9.28% gain to date.
Sound View Wealth Advisors Group, LLC SCHX ($24.86) Holding Chart
Sound View Wealth Advisors Group, 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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