Ally Invest Advisors Inc. SCHG Holdings History
Number of Shares
800,798.00
Current Holdings Value*
$20.05 Mil
% of Portfolio
1.72%
Total Estimate Gain
$-5.00 Mil
% of Total Estimate Gain
-17.16%
Ally Invest Advisors Inc.'s Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Ally Invest Advisors Inc. held 800,798.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $20.05 Mil. This investment constitutes 1.72% of their stock portfolio, and Ally Invest Advisors Inc. now holds 0.05% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2022Q2. And since then Ally Invest Advisors Inc. has made 12 purchases of SCHG, at an average price of $36.42, for a total of 800,798.00 shares. Based on historical transaction data and SCHG's current price of $30.18, Ally Invest Advisors Inc.'s estimated gain on his SCHG holdings is $-5.00 Mil, reflecting a -17.16% gain to date.
Ally Invest Advisors Inc. SCHG ($30.18) Holding Chart
Ally Invest Advisors Inc. SCHG ($30.18) 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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