BOYUM WEALTH ARCHITECTS LLC SCHG Holdings History
Number of Shares
53,918.00
Current Holdings Value*
$1.57 Mil
% of Portfolio
1.16%
Total Estimate Gain
$179,007.76
% of Total Estimate Gain
12.57%
BOYUM WEALTH ARCHITECTS LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-06-30, BOYUM WEALTH ARCHITECTS LLC held 53,918.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $1.57 Mil. This investment constitutes 1.16% of their stock portfolio, and BOYUM WEALTH ARCHITECTS LLC now holds 0% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2025Q2. And since then BOYUM WEALTH ARCHITECTS LLC has made 1 purchases of SCHG, at an average price of $26.42, for a total of 53,918.00 shares. Based on historical transaction data and SCHG's current price of $29.74, BOYUM WEALTH ARCHITECTS LLC's estimated gain on his SCHG holdings is $179,007.76, reflecting a 12.57% gain to date.
BOYUM WEALTH ARCHITECTS LLC SCHG ($29.74) Holding Chart
BOYUM WEALTH ARCHITECTS 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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