Carlsbad Wealth Advisory Group, Inc. SCHG Holdings History
Number of Shares
282,450.00
Current Holdings Value*
$21.17 Mil
% of Portfolio
13.65%
Total Estimate Gain
$-10.92 Mil
% of Total Estimate Gain
-56.50%
Carlsbad Wealth Advisory Group, Inc.'s Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2023-06-30, Carlsbad Wealth Advisory Group, Inc. held 282,450.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $21.17 Mil. This investment constitutes 13.65% of their stock portfolio, and Carlsbad Wealth Advisory Group, Inc. now holds 0.11% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2023Q2. Based on historical transaction data and SCHG's current price of $29.78, Carlsbad Wealth Advisory Group, Inc.'s estimated gain on his SCHG holdings is $-10.92 Mil, reflecting a -56.50% gain to date.
Carlsbad Wealth Advisory Group, Inc. SCHG ($29.78) Holding Chart
Carlsbad Wealth Advisory Group, Inc. SCHG ($29.78) 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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