Number of Shares
71,839.00
Current Holdings Value*
$1.80 Mil
% of Portfolio
2.9%
Total Estimate Gain
$147,852.18
% of Total Estimate Gain
7.52%

Capital CS Group, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary

As of 2025-03-31, Capital CS Group, LLC held 71,839.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $1.80 Mil. This investment constitutes 2.9% of their stock portfolio, and Capital CS Group, LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.

The initial trade took place in 2024Q4. And since then Capital CS Group, LLC has made 2 purchases of SCHG, at an average price of $27.37, for a total of 71,839.00 shares. Based on historical transaction data and SCHG's current price of $29.43, Capital CS Group, LLC's estimated gain on his SCHG holdings is $147,852.18, reflecting a 7.52% gain to date.

Capital CS Group, LLC SCHG ($29.43) Holding Chart

Capital CS Group, LLC SCHG ($29.43) 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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