Carmichael Hill & Associates, Inc. SCHG Holdings History
Carmichael Hill & Associates, Inc.'s Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2024-09-30, Carmichael Hill & Associates, Inc. held 78,420.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $2.04 Mil. This investment constitutes 0.72% of their stock portfolio, and Carmichael Hill & Associates, Inc. now holds 0% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2018Q2. And since then Carmichael Hill & Associates, Inc. has made 15 purchases of SCHG, at an average price of $29.33, for a total of 83,766.00 shares. In addition, there have been 11 sales at an average price of $50.71 for 5,346.00 shares. Based on historical transaction data and SCHG's current price of $30.17, Carmichael Hill & Associates, Inc.'s estimated gain on his SCHG holdings is $180,176.41, reflecting a 7.33% gain to date.
Carmichael Hill & Associates, Inc. SCHG ($30.17) Holding Chart
Carmichael Hill & Associates, Inc. SCHG ($30.17) 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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