Clear Point Advisors Inc. SCHG Holdings History
Clear Point Advisors Inc.'s Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-06-30, Clear Point Advisors Inc. held 385,585.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $11.26 Mil. This investment constitutes 9.49% of their stock portfolio, and Clear Point Advisors Inc. now holds 0.03% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2023Q4. And since then Clear Point Advisors Inc. has made 4 purchases of SCHG, at an average price of $38.28, for a total of 414,539.00 shares. In addition, there have been 2 sales at an average price of $27.15 for 28,954.00 shares. Based on historical transaction data and SCHG's current price of $29.94, Clear Point Advisors Inc.'s estimated gain on his SCHG holdings is $-3.54 Mil, reflecting a -22.29% gain to date.
Clear Point Advisors Inc. SCHG ($29.94) Holding Chart
Clear Point Advisors Inc. SCHG ($29.94) 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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