Ackerman Capital Advisors, LLC SCHG Holdings History
Ackerman Capital Advisors, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Ackerman Capital Advisors, LLC held 621,102.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $15.55 Mil. This investment constitutes 4.11% of their stock portfolio, and Ackerman Capital Advisors, LLC now holds 0.04% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2018Q3. And since then Ackerman Capital Advisors, LLC has made 11 purchases of SCHG, at an average price of $45.56, for a total of 1.10 Mil shares. In addition, there have been 16 sales at an average price of $59.62 for 474,448.00 shares. Based on historical transaction data and SCHG's current price of $30.06, Ackerman Capital Advisors, LLC's estimated gain on his SCHG holdings is $-2.96 Mil, reflecting a -5.92% gain to date.
Ackerman Capital Advisors, LLC SCHG ($30.06) Holding Chart
Ackerman Capital Advisors, LLC SCHG ($30.06) 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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