Blue Chip Wealth Management, Inc. SCHG Holdings History
Blue Chip Wealth Management, Inc.'s Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2020-09-30, Blue Chip Wealth Management, Inc. held 52,798.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $3.04 Mil. This investment constitutes 2.4% of their stock portfolio, and Blue Chip Wealth Management, Inc. now holds 0.01% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2018Q2. And since then Blue Chip Wealth Management, Inc. has made 8 purchases of SCHG, at an average price of $38.30, for a total of 63,054.00 shares. In addition, there have been 2 sales at an average price of $46.62 for 10,256.00 shares. Based on historical transaction data and SCHG's current price of $29.47, Blue Chip Wealth Management, Inc.'s estimated gain on his SCHG holdings is $-381,116.88, reflecting a -15.78% gain to date.
Blue Chip Wealth Management, Inc. SCHG ($29.47) Holding Chart
Blue Chip Wealth Management, Inc. SCHG ($29.47) 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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