WEALTHSOURCE PARTNERS, LLC SCHX Holdings History
WEALTHSOURCE PARTNERS, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2023-12-31, WEALTHSOURCE PARTNERS, LLC held 3.17 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $178.94 Mil. This investment constitutes 11.68% of their stock portfolio, and WEALTHSOURCE PARTNERS, LLC now holds 0.5% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q2. And since then WEALTHSOURCE PARTNERS, LLC has made 15 purchases of SCHX, at an average price of $42.63, for a total of 3.79 Mil shares. In addition, there have been 8 sales at an average price of $49.24 for 612,413.00 shares. Based on historical transaction data and SCHX's current price of $24.77, WEALTHSOURCE PARTNERS, LLC's estimated gain on his SCHX holdings is $-52.61 Mil, reflecting a -32.61% gain to date.
WEALTHSOURCE PARTNERS, LLC SCHX ($24.77) Holding Chart
WEALTHSOURCE 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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