Guidant Wealth Advisors SCHG Holdings History
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 $29.35, Guidant Wealth Advisors's estimated gain on his SCHG holdings is $-1.43 Mil, reflecting a -8.76% gain to date.
Guidant Wealth Advisors SCHG ($29.35) Holding Chart
Guidant Wealth Advisors SCHG ($29.35) 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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