CIC Wealth, LLC SCHG Holdings History
CIC Wealth, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2024-09-30, CIC Wealth, LLC held 30,980.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $806,900.00. This investment constitutes 0.21% of their stock portfolio, and CIC Wealth, LLC now holds 0% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2022Q4. And since then CIC Wealth, LLC has made 1 purchases of SCHG, at an average price of $35.17, for a total of 33,064.00 shares. In addition, there have been 5 sales at an average price of $66.92 for 2,084.00 shares. Based on historical transaction data and SCHG's current price of $29.42, CIC Wealth, LLC's estimated gain on his SCHG holdings is $-111,837.34, reflecting a -9.62% gain to date.
CIC Wealth, LLC SCHG ($29.42) Holding Chart
CIC Wealth, LLC SCHG ($29.42) 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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