Dechtman Wealth Management, LLC SCHG Holdings History
Dechtman Wealth Management, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2024-12-31, Dechtman Wealth Management, LLC held 2.29 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $63.84 Mil. This investment constitutes 12.34% of their stock portfolio, and Dechtman Wealth Management, LLC now holds 0.17% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2023Q2. And since then Dechtman Wealth Management, LLC has made 6 purchases of SCHG, at an average price of $36.26, for a total of 2.29 Mil shares. Based on historical transaction data and SCHG's current price of $29.94, Dechtman Wealth Management, LLC's estimated gain on his SCHG holdings is $-14.47 Mil, reflecting a -17.43% gain to date.
Dechtman Wealth Management, LLC SCHG ($29.94) Holding Chart
Dechtman Wealth Management, LLC 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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