Advisory Services & Investments, LLC SCHG Holdings History
Advisory Services & Investments, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2024-09-30, Advisory Services & Investments, LLC held 353,052.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $9.20 Mil. This investment constitutes 6.26% of their stock portfolio, and Advisory Services & Investments, LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2021Q1. And since then Advisory Services & Investments, LLC has made 7 purchases of SCHG, at an average price of $46.37, for a total of 551,037.00 shares. In addition, there have been 7 sales at an average price of $66.24 for 197,985.00 shares. Based on historical transaction data and SCHG's current price of $29.84, Advisory Services & Investments, LLC's estimated gain on his SCHG holdings is $-1.90 Mil, reflecting a -7.45% gain to date.
Advisory Services & Investments, LLC SCHG ($29.84) Holding Chart
Advisory Services & Investments, LLC SCHG ($29.84) 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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