Number of Shares
2.06 Mil
Current Holdings Value*
$51.53 Mil
% of Portfolio
4.37%
Total Estimate Gain
$19.25 Mil
% of Total Estimate Gain
0.04%

Koshinski Asset Management, Inc.'s Schwab U.S. Large-Cap Growth ETF Holding Summary

As of 2025-03-31, Koshinski Asset Management, Inc. held 2.06 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $51.53 Mil. This investment constitutes 4.37% of their stock portfolio, and Koshinski Asset Management, Inc. now holds 0.15% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.

The initial trade took place in 2014Q4. And since then Koshinski Asset Management, Inc. has made 21 purchases of SCHG, at an average price of $27.40, for a total of 1.56 Bil shares. In addition, there have been 10 sales at an average price of $27.41 for 1.56 Bil shares. Based on historical transaction data and SCHG's current price of $29.94, Koshinski Asset Management, Inc.'s estimated gain on his SCHG holdings is $19.25 Mil, reflecting a 0.04% gain to date.

Koshinski Asset Management, Inc. SCHG ($29.94) Holding Chart

Koshinski Asset Management, Inc. SCHG ($29.94) 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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