Athena Investment Management SCHG Holdings History
Athena Investment Management's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Athena Investment Management held 128,001.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $3.21 Mil. This investment constitutes 1.95% of their stock portfolio, and Athena Investment Management now holds 0.01% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2022Q1. And since then Athena Investment Management has made 11 purchases of SCHG, at an average price of $35.94, for a total of 128,014.00 shares. In addition, there have been 1 sales at an average price of $88.47 for 13.00 shares. Based on historical transaction data and SCHG's current price of $29.02, Athena Investment Management's estimated gain on his SCHG holdings is $-885,001.97, reflecting a -19.24% gain to date.
Athena Investment Management SCHG ($29.02) Holding Chart
Athena Investment Management SCHG ($29.02) 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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