St. Johns Investment Management Company, LLC SCHX Holdings History
St. Johns Investment Management Company, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, St. Johns Investment Management Company, LLC held 1.03 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $22.75 Mil. This investment constitutes 11.25% of their stock portfolio, and St. Johns Investment Management Company, 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 St. Johns Investment Management Company, LLC has made 15 purchases of SCHX, at an average price of $26.86, for a total of 1.25 Mil shares. In addition, there have been 13 sales at an average price of $47.65 for 217,242.00 shares. Based on historical transaction data and SCHX's current price of $24.91, St. Johns Investment Management Company, LLC's estimated gain on his SCHX holdings is $2.51 Mil, reflecting a 7.50% gain to date.
St. Johns Investment Management Company, LLC SCHX ($24.91) Holding Chart
St. Johns Investment Management Company, LLC SCHX ($24.91) 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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