LWM ADVISORS INC SCHG Holdings History
LWM ADVISORS INC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-06-30, LWM ADVISORS INC held 10,363.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $302,700.00. This investment constitutes 0.29% of their stock portfolio, and LWM ADVISORS INC now holds 0% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2025Q1. And since then LWM ADVISORS INC has made 2 purchases of SCHG, at an average price of $27.39, for a total of 10,363.00 shares. Based on historical transaction data and SCHG's current price of $29.74, LWM ADVISORS INC's estimated gain on his SCHG holdings is $24,354.02, reflecting a 8.58% gain to date.
LWM ADVISORS INC SCHG ($29.74) Holding Chart
LWM ADVISORS INC SCHG ($29.74) 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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