CWM, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, CWM, LLC held 7.21 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $180.61 Mil. This investment constitutes 0.72% of their stock portfolio, and CWM, LLC now holds 0.49% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2018Q2. And since then CWM, LLC has made 15 purchases of SCHG, at an average price of $33.83, for a total of 7.39 Mil shares. In addition, there have been 3 sales at an average price of $61.79 for 180,918.00 shares. Based on historical transaction data and SCHG's current price of $28.56, CWM, LLC's estimated gain on his SCHG holdings is $-32.97 Mil, reflecting a -13.18% gain to date.
CWM, LLC SCHG ($28.56) Holding Chart
CWM, LLC SCHG ($28.56) 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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