Advisors Capital Growth Fund SCHG Holdings History
Advisors Capital Growth Fund's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Advisors Capital Growth Fund held 143,900.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $3.60 Mil. This investment constitutes 17.33% of their stock portfolio, and Advisors Capital Growth Fund now holds 0.01% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2024Q4. And since then Advisors Capital Growth Fund has made 1 purchases of SCHG, at an average price of $27.39, for a total of 143,900.00 shares. Based on historical transaction data and SCHG's current price of $29.35, Advisors Capital Growth Fund's estimated gain on his SCHG holdings is $282,744.00, reflecting a 7.17% gain to date.
Advisors Capital Growth Fund SCHG ($29.35) Holding Chart
Advisors Capital Growth Fund SCHG ($29.35) 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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