Curtis Advisory Group, LLC SCHG Holdings History
Curtis Advisory Group, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Curtis Advisory Group, LLC held 1.18 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $29.42 Mil. This investment constitutes 8.64% of their stock portfolio, and Curtis Advisory Group, LLC now holds 0.08% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2019Q4. And since then Curtis Advisory Group, LLC has made 14 purchases of SCHG, at an average price of $33.85, for a total of 1.26 Mil shares. In addition, there have been 7 sales at an average price of $33.21 for 87,543.00 shares. Based on historical transaction data and SCHG's current price of $29.73, Curtis Advisory Group, LLC's estimated gain on his SCHG holdings is $-4.90 Mil, reflecting a -11.47% gain to date.
Curtis Advisory Group, LLC SCHG ($29.73) Holding Chart
Curtis Advisory Group, LLC SCHG ($29.73) 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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