Guerra Advisors Inc SCHG Holdings History
Guerra Advisors Inc's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Guerra Advisors Inc held 394,845.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $9.89 Mil. This investment constitutes 5.53% of their stock portfolio, and Guerra Advisors Inc now holds 0.03% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $27.39 for 37,208.00 shares. Based on historical transaction data and SCHG's current price of $29.69, Guerra Advisors Inc's estimated gain on his SCHG holdings is $916,784.56, reflecting a 7.75% gain to date.
Guerra Advisors Inc SCHG ($29.69) Holding Chart
Guerra Advisors Inc SCHG ($29.69) 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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