Invst, LLC SCHG Holdings History
Invst, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Invst, LLC held 776,469.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $19.44 Mil. This investment constitutes 2.65% of their stock portfolio, and Invst, LLC 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 Invst, LLC has made 9 purchases of SCHG, at an average price of $33.67, for a total of 1.38 Mil shares. In addition, there have been 19 sales at an average price of $43.60 for 607,419.00 shares. Based on historical transaction data and SCHG's current price of $29.73, Invst, LLC's estimated gain on his SCHG holdings is $2.96 Mil, reflecting a 6.36% gain to date.
Invst, LLC SCHG ($29.73) Holding Chart
Invst, LLC SCHG ($29.73) 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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