Bishop & Co Investment Management, LLC SCHG Holdings History
Bishop & Co Investment Management, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Bishop & Co Investment Management, LLC held 205,405.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $5.14 Mil. This investment constitutes 1.99% of their stock portfolio, and Bishop & Co Investment Management, LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2022Q2. And since then Bishop & Co Investment Management, LLC has made 4 purchases of SCHG, at an average price of $29.36, for a total of 213,577.00 shares. In addition, there have been 6 sales at an average price of $65.31 for 8,172.00 shares. Based on historical transaction data and SCHG's current price of $29.45, Bishop & Co Investment Management, LLC's estimated gain on his SCHG holdings is $312,797.88, reflecting a 4.99% gain to date.
Bishop & Co Investment Management, LLC SCHG ($29.45) Holding Chart
Bishop & Co Investment Management, LLC SCHG ($29.45) 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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