VanderPol Investments L.L.C. SCHX Holdings History
VanderPol Investments L.L.C.'s Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, VanderPol Investments L.L.C. held 254,150.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $5.61 Mil. This investment constitutes 11.86% of their stock portfolio, and VanderPol Investments L.L.C. now holds 0.01% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2023Q4. And since then VanderPol Investments L.L.C. has made 4 purchases of SCHX, at an average price of $29.51, for a total of 254,455.00 shares. In addition, there have been 1 sales at an average price of $65.37 for 305.00 shares. Based on historical transaction data and SCHX's current price of $24.91, VanderPol Investments L.L.C.'s estimated gain on his SCHX holdings is $-1.16 Mil, reflecting a -15.43% gain to date.
VanderPol Investments L.L.C. SCHX ($24.91) Holding Chart
VanderPol Investments L.L.C. 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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