Summit Financial Consulting LLC SCHX Holdings History
Summit Financial Consulting LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, Summit Financial Consulting LLC held - shares of Schwab U.S. Large-Cap ETF(SCHX), totaling N/A. This investment constitutes 0% of their stock portfolio, and Summit Financial Consulting LLC now holds 0% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2025Q1. In addition, there have been 1 sales at an average price of $22.60 for 251,227.00 shares. Based on historical transaction data and SCHX's current price of $24.91, Summit Financial Consulting LLC's estimated gain on his SCHX holdings is $-170,834.36, reflecting a -2.92% gain to date.
Summit Financial Consulting LLC SCHX ($24.91) Holding Chart
Summit Financial Consulting 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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