John W. Brooker & Co., CPAs SCHG Holdings History
John W. Brooker & Co., CPAs's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-06-30, John W. Brooker & Co., CPAs held 63,222.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $1.86 Mil. This investment constitutes 4.36% of their stock portfolio, and John W. Brooker & Co., CPAs now holds 0% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2019Q4. And since then John W. Brooker & Co., CPAs has made 13 purchases of SCHG, at an average price of $32.52, for a total of 305,305.00 shares. In addition, there have been 9 sales at an average price of $28.46 for 242,083.00 shares. Based on historical transaction data and SCHG's current price of $29.92, John W. Brooker & Co., CPAs's estimated gain on his SCHG holdings is $-1.15 Mil, reflecting a -11.55% gain to date.
John W. Brooker & Co., CPAs SCHG ($29.92) Holding Chart
John W. Brooker & Co., CPAs SCHG ($29.92) 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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