Number of Shares
301,457.00
Current Holdings Value*
$7.55 Mil
% of Portfolio
6.13%
Total Estimate Gain
$712,575.99
% of Total Estimate Gain
8.63%

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 $29.74, CERTIOR FINANCIAL GROUP, LLC's estimated gain on his SCHG holdings is $712,575.99, reflecting a 8.63% gain to date.

CERTIOR FINANCIAL GROUP, LLC SCHG ($29.74) Holding Chart

CERTIOR FINANCIAL GROUP, LLC SCHG ($29.74) 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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