B&D White Capital Company, LLC SCHG Holdings History
B&D White Capital Company, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, B&D White Capital Company, LLC held 1.62 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $40.52 Mil. This investment constitutes 5.97% of their stock portfolio, and B&D White Capital Company, LLC now holds 0.11% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2020Q4. And since then B&D White Capital Company, LLC has made 13 purchases of SCHG, at an average price of $39.52, for a total of 2.03 Mil shares. In addition, there have been 4 sales at an average price of $68.53 for 410,665.00 shares. Based on historical transaction data and SCHG's current price of $29.74, B&D White Capital Company, LLC's estimated gain on his SCHG holdings is $-3.91 Mil, reflecting a -4.87% gain to date.
B&D White Capital Company, LLC SCHG ($29.74) Holding Chart
B&D White Capital Company, LLC SCHG ($29.74) 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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