WEALTH ADVISORS, INC. SCHX Holdings History
WEALTH ADVISORS, INC.'s Schwab U.S. Large-Cap ETF Holding Summary
As of 2023-09-30, WEALTH ADVISORS, INC. held 6,073.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $307,290.00. This investment constitutes 0.14% of their stock portfolio, and WEALTH ADVISORS, INC. now holds 0% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2023Q3. And since then WEALTH ADVISORS, INC. has made 1 purchases of SCHX, at an average price of $52.63, for a total of 6,073.00 shares. Based on historical transaction data and SCHX's current price of $24.91, WEALTH ADVISORS, INC.'s estimated gain on his SCHX holdings is $-168,343.56, reflecting a -52.67% gain to date.
WEALTH ADVISORS, INC. SCHX ($24.91) Holding Chart
WEALTH ADVISORS, INC. 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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