MATHER GROUP, LLC. SCHG Holdings History
MATHER GROUP, LLC.'s Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-06-30, MATHER GROUP, LLC. held 42.29 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $1.24 Bil. This investment constitutes 13.19% of their stock portfolio, and MATHER GROUP, LLC. now holds 2.78% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2017Q1. And since then MATHER GROUP, LLC. has made 26 purchases of SCHG, at an average price of $34.35, for a total of 42.84 Mil shares. In addition, there have been 4 sales at an average price of $77.64 for 548,088.00 shares. Based on historical transaction data and SCHG's current price of $30.18, MATHER GROUP, LLC.'s estimated gain on his SCHG holdings is $-152.83 Mil, reflecting a -10.39% gain to date.
MATHER GROUP, LLC. SCHG ($30.18) Holding Chart
MATHER GROUP, LLC. SCHG ($30.18) 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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