Number of Shares
139,904.00
Current Holdings Value*
$3.50 Mil
% of Portfolio
3.12%
Total Estimate Gain
$-957,952.08
% of Total Estimate Gain
-11.52%

Barden Capital Management, Inc.'s Schwab U.S. Large-Cap Growth ETF Holding Summary

As of 2025-03-31, Barden Capital Management, Inc. held 139,904.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $3.50 Mil. This investment constitutes 3.12% of their stock portfolio, and Barden Capital Management, Inc. now holds 0.01% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.

The initial trade took place in 2021Q4. And since then Barden Capital Management, Inc. has made 7 purchases of SCHG, at an average price of $46.23, for a total of 179,820.00 shares. In addition, there have been 5 sales at an average price of $78.93 for 39,916.00 shares. Based on historical transaction data and SCHG's current price of $30.06, Barden Capital Management, Inc.'s estimated gain on his SCHG holdings is $-957,952.08, reflecting a -11.52% gain to date.

Barden Capital Management, Inc. SCHG ($30.06) Holding Chart

Barden Capital Management, Inc. SCHG ($30.06) 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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