Windsor Advisory Group, LLC SCHK Holdings History
Windsor Advisory Group, LLC's Schwab 1000 Index ETF Holding Summary
As of 2025-03-31, Windsor Advisory Group, LLC held - shares of Schwab 1000 Index ETF(SCHK), totaling N/A. This investment constitutes 0% of their stock portfolio, and Windsor Advisory Group, LLC now holds 0% of the outstanding Schwab 1000 Index ETF(SCHK) stock.
The initial trade took place in 2024Q2. And since then Windsor Advisory Group, LLC has made 1 purchases of SCHK, at an average price of $50.51, for a total of 77,149.00 shares. In addition, there have been 3 sales at an average price of $28.13 for 77,149.00 shares. Based on historical transaction data and SCHK's current price of $30.20, Windsor Advisory Group, LLC's estimated gain on his SCHK holdings is $-1.73 Mil, reflecting a -44.31% gain to date.
Windsor Advisory Group, LLC SCHK ($30.20) Holding Chart
Windsor Advisory Group, LLC SCHK ($30.20) 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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