West Oak Capital, LLC SCHX Holdings History
West Oak Capital, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, West Oak Capital, LLC held 223,930.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $5.47 Mil. This investment constitutes 2.48% of their stock portfolio, and West Oak Capital, LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2016Q4. And since then West Oak Capital, LLC has made 17 purchases of SCHX, at an average price of $27.87, for a total of 326,654.00 shares. In addition, there have been 18 sales at an average price of $40.70 for 102,724.00 shares. Based on historical transaction data and SCHX's current price of $25.11, West Oak Capital, LLC's estimated gain on his SCHX holdings is $700,118.71, reflecting a 7.69% gain to date.
West Oak Capital, LLC SCHX ($25.11) Holding Chart
West Oak Capital, LLC SCHX ($25.11) 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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