Code Waechter LLC SCHG Holdings History
Code Waechter LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Code Waechter LLC held 367,074.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $9.19 Mil. This investment constitutes 7.55% of their stock portfolio, and Code Waechter LLC now holds 0.02% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2024Q3. And since then Code Waechter LLC has made 2 purchases of SCHG, at an average price of $45.45, for a total of 367,074.00 shares. Based on historical transaction data and SCHG's current price of $29.02, Code Waechter LLC's estimated gain on his SCHG holdings is $-6.03 Mil, reflecting a -36.14% gain to date.
Code Waechter LLC SCHG ($29.02) Holding Chart
Code Waechter LLC SCHG ($29.02) 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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