Brio Consultants, LLC SCHG Holdings History
Brio Consultants, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Brio Consultants, LLC held 2.27 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $56.92 Mil. This investment constitutes 8.94% of their stock portfolio, and Brio Consultants, LLC now holds 0.15% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2019Q4. And since then Brio Consultants, LLC has made 10 purchases of SCHG, at an average price of $36.14, for a total of 2.70 Mil shares. In addition, there have been 8 sales at an average price of $40.56 for 424,909.00 shares. Based on historical transaction data and SCHG's current price of $29.69, Brio Consultants, LLC's estimated gain on his SCHG holdings is $-12.78 Mil, reflecting a -13.10% gain to date.
Brio Consultants, LLC SCHG ($29.69) Holding Chart
Brio Consultants, LLC SCHG ($29.69) 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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