Windsor Advisory Group, LLC SCHX Holdings History
Windsor Advisory Group, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Windsor Advisory Group, LLC held - shares of Schwab U.S. Large-Cap ETF(SCHX), totaling N/A. This investment constitutes 0% of their stock portfolio, and Windsor Advisory Group, LLC now holds 0% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2023Q4. And since then Windsor Advisory Group, LLC has made 3 purchases of SCHX, at an average price of $25.27, for a total of 271,254.00 shares. In addition, there have been 2 sales at an average price of $26.34 for 271,254.00 shares. Based on historical transaction data and SCHX's current price of $24.77, Windsor Advisory Group, LLC's estimated gain on his SCHX holdings is $291,542.01, reflecting a 4.25% gain to date.
Windsor Advisory Group, LLC SCHX ($24.77) Holding Chart
Windsor Advisory Group, 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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