Number of Shares
289,727.00
Current Holdings Value*
$7.25 Mil
% of Portfolio
2.93%
Total Estimate Gain
$1.16 Mil
% of Total Estimate Gain
15.71%

HOWARD BAILEY SECURITIES, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary

As of 2025-03-31, HOWARD BAILEY SECURITIES, LLC held 289,727.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $7.25 Mil. This investment constitutes 2.93% of their stock portfolio, and HOWARD BAILEY SECURITIES, LLC now holds 0.02% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.

The initial trade took place in 2024Q3. And since then HOWARD BAILEY SECURITIES, LLC has made 2 purchases of SCHG, at an average price of $25.43, for a total of 289,727.00 shares. Based on historical transaction data and SCHG's current price of $29.42, HOWARD BAILEY SECURITIES, LLC's estimated gain on his SCHG holdings is $1.16 Mil, reflecting a 15.71% gain to date.

HOWARD BAILEY SECURITIES, LLC SCHG ($29.42) Holding Chart

HOWARD BAILEY SECURITIES, LLC SCHG ($29.42) 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 %

Top Ranked Articles

  • 1