HC Advisors, LLC SCHG Holdings History
HC Advisors, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, HC Advisors, LLC held 200,271.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $5.01 Mil. This investment constitutes 3.76% of their stock portfolio, and HC Advisors, LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2019Q4. And since then HC Advisors, LLC has made 11 purchases of SCHG, at an average price of $35.78, for a total of 293,340.00 shares. In addition, there have been 10 sales at an average price of $48.15 for 93,069.00 shares. Based on historical transaction data and SCHG's current price of $29.69, HC Advisors, LLC's estimated gain on his SCHG holdings is $-67,404.83, reflecting a -0.64% gain to date.
HC Advisors, LLC SCHG ($29.69) Holding Chart
HC Advisors, LLC 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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