Number of Shares
4.04 Mil
Current Holdings Value*
$89.21 Mil
% of Portfolio
16.44%
Total Estimate Gain
$-17.50 Mil
% of Total Estimate Gain
-14.84%

Standpoint Asset Management, LLC's Schwab U.S. Large-Cap ETF Holding Summary

As of 2025-03-31, Standpoint Asset Management, LLC held 4.04 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $89.21 Mil. This investment constitutes 16.44% of their stock portfolio, and Standpoint Asset Management, LLC now holds 0.18% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.

The initial trade took place in 2022Q4. And since then Standpoint Asset Management, LLC has made 8 purchases of SCHX, at an average price of $29.19, for a total of 4.04 Mil shares. Based on historical transaction data and SCHX's current price of $24.86, Standpoint Asset Management, LLC's estimated gain on his SCHX holdings is $-17.50 Mil, reflecting a -14.84% gain to date.

Standpoint Asset Management, LLC SCHX ($24.86) Holding Chart

Standpoint Asset 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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