Martel Wealth Advisors Inc SCHG Holdings History
Martel Wealth Advisors Inc's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-06-30, Martel Wealth Advisors Inc held 503,305.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $14.70 Mil. This investment constitutes 2.73% of their stock portfolio, and Martel Wealth Advisors Inc now holds 0.03% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2019Q4. And since then Martel Wealth Advisors Inc has made 3 purchases of SCHG, at an average price of $36.15, for a total of 658,787.00 shares. In addition, there have been 10 sales at an average price of $60.02 for 155,482.00 shares. Based on historical transaction data and SCHG's current price of $29.55, Martel Wealth Advisors Inc's estimated gain on his SCHG holdings is $387,115.02, reflecting a 1.63% gain to date.
Martel Wealth Advisors Inc SCHG ($29.55) Holding Chart
Martel Wealth Advisors Inc SCHG ($29.55) 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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