Adams Asset Advisors, LLC SCHG Holdings History
Adams Asset Advisors, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-06-30, Adams Asset Advisors, LLC held 46,573.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $1.36 Mil. This investment constitutes 0.19% of their stock portfolio, and Adams Asset Advisors, LLC now holds 0% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2025Q2. And since then Adams Asset Advisors, LLC has made 1 purchases of SCHG, at an average price of $26.42, for a total of 46,573.00 shares. Based on historical transaction data and SCHG's current price of $29.74, Adams Asset Advisors, LLC's estimated gain on his SCHG holdings is $154,622.36, reflecting a 12.57% gain to date.
Adams Asset Advisors, LLC SCHG ($29.74) Holding Chart
Adams Asset Advisors, LLC SCHG ($29.74) 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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