CRA Financial Services, LLC SCHG Holdings History
CRA Financial Services, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, CRA Financial Services, LLC held 981,545.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $24.58 Mil. This investment constitutes 4.21% of their stock portfolio, and CRA Financial Services, LLC now holds 0.07% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2018Q4. And since then CRA Financial Services, LLC has made 22 purchases of SCHG, at an average price of $33.20, for a total of 985,672.00 shares. In addition, there have been 3 sales at an average price of $80.03 for 4,127.00 shares. Based on historical transaction data and SCHG's current price of $29.26, CRA Financial Services, LLC's estimated gain on his SCHG holdings is $-3.68 Mil, reflecting a -11.25% gain to date.
CRA Financial Services, LLC SCHG ($29.26) Holding Chart
CRA Financial Services, LLC SCHG ($29.26) 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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