Strategic Equity Management SCHX Holdings History
Strategic Equity Management's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Strategic Equity Management held 1.57 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $34.75 Mil. This investment constitutes 14.61% of their stock portfolio, and Strategic Equity Management now holds 0.07% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2023Q4. And since then Strategic Equity Management has made 5 purchases of SCHX, at an average price of $30.41, for a total of 1.58 Mil shares. In addition, there have been 1 sales at an average price of $23.28 for 4,519.00 shares. Based on historical transaction data and SCHX's current price of $25.12, Strategic Equity Management's estimated gain on his SCHX holdings is $-8.35 Mil, reflecting a -17.40% gain to date.
Strategic Equity Management SCHX ($25.12) Holding Chart
Strategic Equity Management SCHX ($25.12) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
