APPLETON GROUP, LLC SCHG Holdings History
APPLETON GROUP, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2023-09-30, APPLETON GROUP, LLC held 11,584.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $842,390.00. This investment constitutes 2.94% of their stock portfolio, and APPLETON GROUP, LLC now holds 0% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2017Q1. And since then APPLETON GROUP, LLC has made 12 purchases of SCHG, at an average price of $50.78, for a total of 1.26 Mil shares. In addition, there have been 10 sales at an average price of $61.79 for 1.25 Mil shares. Based on historical transaction data and SCHG's current price of $29.42, APPLETON GROUP, LLC's estimated gain on his SCHG holdings is $13.51 Mil, reflecting a 21.10% gain to date.
APPLETON GROUP, LLC SCHG ($29.42) Holding Chart
APPLETON GROUP, LLC SCHG ($29.42) 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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