Marquette Asset Management, LLC SCHG Holdings History
Marquette Asset Management, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Marquette Asset Management, LLC held 4.00 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $100.10 Mil. This investment constitutes 17.64% of their stock portfolio, and Marquette Asset Management, LLC now holds 0.29% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2015Q4. And since then Marquette Asset Management, LLC has made 18 purchases of SCHG, at an average price of $27.88, for a total of 5.09 Mil shares. In addition, there have been 19 sales at an average price of $55.86 for 1.09 Mil shares. Based on historical transaction data and SCHG's current price of $29.42, Marquette Asset Management, LLC's estimated gain on his SCHG holdings is $36.76 Mil, reflecting a 25.90% gain to date.
Marquette Asset Management, LLC SCHG ($29.42) Holding Chart
Marquette Asset Management, LLC SCHG ($29.42) 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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