CERTIOR FINANCIAL GROUP, LLC SCHG Holdings History
CERTIOR FINANCIAL GROUP, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, CERTIOR FINANCIAL GROUP, LLC held 301,457.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $7.55 Mil. This investment constitutes 6.13% of their stock portfolio, and CERTIOR FINANCIAL GROUP, LLC now holds 0.02% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2024Q4. And since then CERTIOR FINANCIAL GROUP, LLC has made 1 purchases of SCHG, at an average price of $27.38, for a total of 301,457.00 shares. Based on historical transaction data and SCHG's current price of $29.73, CERTIOR FINANCIAL GROUP, LLC's estimated gain on his SCHG holdings is $709,561.42, reflecting a 8.60% gain to date.
CERTIOR FINANCIAL GROUP, LLC SCHG ($29.73) Holding Chart
CERTIOR FINANCIAL GROUP, LLC SCHG ($29.73) 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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