HRC WEALTH MANAGEMENT, LLC SCHG Holdings History
HRC WEALTH MANAGEMENT, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, HRC WEALTH MANAGEMENT, LLC held 2.15 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $53.80 Mil. This investment constitutes 33.39% of their stock portfolio, and HRC WEALTH MANAGEMENT, LLC now holds 0.15% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2023Q4. And since then HRC WEALTH MANAGEMENT, LLC has made 4 purchases of SCHG, at an average price of $38.04, for a total of 2.16 Mil shares. In addition, there have been 1 sales at an average price of $27.39 for 9,619.00 shares. Based on historical transaction data and SCHG's current price of $29.35, HRC WEALTH MANAGEMENT, LLC's estimated gain on his SCHG holdings is $-18.79 Mil, reflecting a -22.88% gain to date.
HRC WEALTH MANAGEMENT, LLC SCHG ($29.35) Holding Chart
HRC WEALTH MANAGEMENT, LLC 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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