VALICENTI ADVISORY SERVICES INC SCHX Holdings History
VALICENTI ADVISORY SERVICES INC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, VALICENTI ADVISORY SERVICES INC held 1.32 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $32.28 Mil. This investment constitutes 7.54% of their stock portfolio, and VALICENTI ADVISORY SERVICES INC now holds 0.06% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2017Q1. And since then VALICENTI ADVISORY SERVICES INC has made 15 purchases of SCHX, at an average price of $25.57, for a total of 1.51 Mil shares. In addition, there have been 14 sales at an average price of $41.25 for 191,249.00 shares. Based on historical transaction data and SCHX's current price of $24.86, VALICENTI ADVISORY SERVICES INC's estimated gain on his SCHX holdings is $2.06 Mil, reflecting a 5.33% gain to date.
VALICENTI ADVISORY SERVICES INC SCHX ($24.86) Holding Chart
VALICENTI ADVISORY SERVICES INC 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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