Advance Capital Management, Inc. SCHG Holdings History
Advance Capital Management, Inc.'s Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-06-30, Advance Capital Management, Inc. held 1.21 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $35.42 Mil. This investment constitutes 1.61% of their stock portfolio, and Advance Capital Management, Inc. now holds 0.08% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2023Q4. And since then Advance Capital Management, Inc. has made 4 purchases of SCHG, at an average price of $43.96, for a total of 1.86 Mil shares. In addition, there have been 3 sales at an average price of $39.11 for 648,223.00 shares. Based on historical transaction data and SCHG's current price of $29.44, Advance Capital Management, Inc.'s estimated gain on his SCHG holdings is $-20.75 Mil, reflecting a -25.37% gain to date.
Advance Capital Management, Inc. SCHG ($29.44) Holding Chart
Advance Capital Management, Inc. SCHG ($29.44) 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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