Fund Evaluation Group, LLC SCHG Holdings History
Fund Evaluation Group, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Fund Evaluation Group, LLC held 10.17 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $254.69 Mil. This investment constitutes 11.01% of their stock portfolio, and Fund Evaluation Group, LLC now holds 0.69% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2018Q2. And since then Fund Evaluation Group, LLC has made 14 purchases of SCHG, at an average price of $34.37, for a total of 15.52 Mil shares. In addition, there have been 14 sales at an average price of $44.79 for 5.35 Mil shares. Based on historical transaction data and SCHG's current price of $29.74, Fund Evaluation Group, LLC's estimated gain on his SCHG holdings is $8.61 Mil, reflecting a 1.61% gain to date.
Fund Evaluation Group, LLC SCHG ($29.74) Holding Chart
Fund Evaluation Group, 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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