Wilkins Miller Wealth Management, LLC SCHX Holdings History
Wilkins Miller Wealth Management, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Wilkins Miller Wealth Management, LLC held 569,000.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $12.56 Mil. This investment constitutes 9.44% of their stock portfolio, and Wilkins Miller Wealth Management, LLC now holds 0.02% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2024Q4. And since then Wilkins Miller Wealth Management, LLC has made 1 purchases of SCHX, at an average price of $23.32, for a total of 569,000.00 shares. Based on historical transaction data and SCHX's current price of $25.12, Wilkins Miller Wealth Management, LLC's estimated gain on his SCHX holdings is $1.02 Mil, reflecting a 7.72% gain to date.
Wilkins Miller Wealth Management, LLC SCHX ($25.12) Holding Chart
Wilkins Miller Wealth Management, LLC SCHX ($25.12) 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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