Trinity Legacy Partners, LLC SCHX Holdings History
Trinity Legacy Partners, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Trinity Legacy Partners, LLC held 602,490.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $14.00 Mil. This investment constitutes 3.54% of their stock portfolio, and Trinity Legacy Partners, LLC now holds 0.03% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q4. And since then Trinity Legacy Partners, LLC has made 10 purchases of SCHX, at an average price of $25.18, for a total of 2.00 Mil shares. In addition, there have been 15 sales at an average price of $28.04 for 1.40 Mil shares. Based on historical transaction data and SCHX's current price of $24.77, Trinity Legacy Partners, LLC's estimated gain on his SCHX holdings is $3.76 Mil, reflecting a 7.45% gain to date.
Trinity Legacy Partners, LLC SCHX ($24.77) Holding Chart
Trinity Legacy Partners, LLC SCHX ($24.77) 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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