Aspire Wealth Management Corp SCHG Holdings History
Aspire Wealth Management Corp's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2024-09-30, Aspire Wealth Management Corp held 23,292.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $606,640.00. This investment constitutes 0.33% of their stock portfolio, and Aspire Wealth Management Corp now holds 0% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2021Q4. And since then Aspire Wealth Management Corp has made 5 purchases of SCHG, at an average price of $45.36, for a total of 31,898.00 shares. In addition, there have been 3 sales at an average price of $70.35 for 8,606.00 shares. Based on historical transaction data and SCHG's current price of $29.73, Aspire Wealth Management Corp's estimated gain on his SCHG holdings is $-148,979.09, reflecting a -10.30% gain to date.
Aspire Wealth Management Corp SCHG ($29.73) Holding Chart
Aspire Wealth Management Corp SCHG ($29.73) 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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