D.B. Root & Company, LLC SCHG Holdings History
D.B. Root & Company, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, D.B. Root & Company, LLC held 241,353.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $6.04 Mil. This investment constitutes 1.95% of their stock portfolio, and D.B. Root & Company, LLC now holds 0.02% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2018Q2. And since then D.B. Root & Company, LLC has made 8 purchases of SCHG, at an average price of $37.04, for a total of 255,233.00 shares. In addition, there have been 4 sales at an average price of $38.08 for 13,880.00 shares. Based on historical transaction data and SCHG's current price of $29.74, D.B. Root & Company, LLC's estimated gain on his SCHG holdings is $-1.75 Mil, reflecting a -18.48% gain to date.
D.B. Root & Company, LLC SCHG ($29.74) Holding Chart
D.B. Root & Company, LLC SCHG ($29.74) 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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