Number of Shares
569,000.00
Current Holdings Value*
$12.56 Mil
% of Portfolio
9.44%
Total Estimate Gain
$904,906.84
% of Total Estimate Gain
6.82%

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 $24.91, Wilkins Miller Wealth Management, LLC's estimated gain on his SCHX holdings is $904,906.84, reflecting a 6.82% gain to date.

Wilkins Miller Wealth Management, LLC SCHX ($24.91) Holding Chart

Wilkins Miller Wealth Management, LLC 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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