Number of Shares
348,295.00
Current Holdings Value*
$8.72 Mil
% of Portfolio
4.24%
Total Estimate Gain
$732,532.18
% of Total Estimate Gain
6.63%

KEYVANTAGE WEALTH, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary

As of 2025-03-31, KEYVANTAGE WEALTH, LLC held 348,295.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $8.72 Mil. This investment constitutes 4.24% of their stock portfolio, and KEYVANTAGE WEALTH, LLC now holds 0.02% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $27.39 for 55,634.00 shares. Based on historical transaction data and SCHG's current price of $29.47, KEYVANTAGE WEALTH, LLC's estimated gain on his SCHG holdings is $732,532.18, reflecting a 6.63% gain to date.

KEYVANTAGE WEALTH, LLC SCHG ($29.47) Holding Chart

KEYVANTAGE WEALTH, LLC SCHG ($29.47) 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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