Number of Shares
210,254.00
Current Holdings Value*
$8.83 Mil
% of Portfolio
4.05%
Total Estimate Gain
$-1.46 Mil
% of Total Estimate Gain
-8.98%

Guidant Wealth Advisors's Schwab U.S. Large-Cap Growth ETF Holding Summary

As of 2019-09-30, Guidant Wealth Advisors held 210,254.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $8.83 Mil. This investment constitutes 4.05% of their stock portfolio, and Guidant Wealth Advisors now holds 0.05% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.

The initial trade took place in 2018Q2. And since then Guidant Wealth Advisors has made 2 purchases of SCHG, at an average price of $36.28, for a total of 448,584.00 shares. In addition, there have been 4 sales at an average price of $36.41 for 238,330.00 shares. Based on historical transaction data and SCHG's current price of $29.18, Guidant Wealth Advisors's estimated gain on his SCHG holdings is $-1.46 Mil, reflecting a -8.98% gain to date.

Guidant Wealth Advisors SCHG ($29.18) Holding Chart

Guidant Wealth Advisors SCHG ($29.18) 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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