Number of Shares
218,791.00
Current Holdings Value*
$5.48 Mil
% of Portfolio
3.34%
Total Estimate Gain
$2.75 Mil
% of Total Estimate Gain
34.02%

CORNERSTONE ENTERPRISES, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary

As of 2025-03-31, CORNERSTONE ENTERPRISES, LLC held 218,791.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $5.48 Mil. This investment constitutes 3.34% of their stock portfolio, and CORNERSTONE ENTERPRISES, LLC now holds 0.02% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.

The initial trade took place in 2023Q4. And since then CORNERSTONE ENTERPRISES, LLC has made 1 purchases of SCHG, at an average price of $19.81, for a total of 407,589.00 shares. In addition, there have been 4 sales at an average price of $22.65 for 188,798.00 shares. Based on historical transaction data and SCHG's current price of $29.93, CORNERSTONE ENTERPRISES, LLC's estimated gain on his SCHG holdings is $2.75 Mil, reflecting a 34.02% gain to date.

CORNERSTONE ENTERPRISES, LLC SCHG ($29.93) Holding Chart

CORNERSTONE ENTERPRISES, LLC SCHG ($29.93) 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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