Denver PWM, LLC SCHG Holdings History
Denver PWM, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Denver PWM, LLC held 1.05 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $26.18 Mil. This investment constitutes 9.42% of their stock portfolio, and Denver PWM, LLC now holds 0.07% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2018Q3. And since then Denver PWM, LLC has made 14 purchases of SCHG, at an average price of $34.43, for a total of 1.35 Mil shares. In addition, there have been 12 sales at an average price of $63.23 for 299,941.00 shares. Based on historical transaction data and SCHG's current price of $30.06, Denver PWM, LLC's estimated gain on his SCHG holdings is $4.08 Mil, reflecting a 8.80% gain to date.
Denver PWM, LLC SCHG ($30.06) Holding Chart
Denver PWM, LLC SCHG ($30.06) 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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