Mayfair Advisory Group, LLC SCHG Holdings History
Mayfair Advisory Group, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Mayfair Advisory Group, LLC held 253,136.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $6.34 Mil. This investment constitutes 3.66% of their stock portfolio, and Mayfair Advisory Group, LLC now holds 0.02% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2019Q4. And since then Mayfair Advisory Group, LLC has made 17 purchases of SCHG, at an average price of $36.26, for a total of 300,971.00 shares. In addition, there have been 3 sales at an average price of $63.77 for 47,835.00 shares. Based on historical transaction data and SCHG's current price of $29.19, Mayfair Advisory Group, LLC's estimated gain on his SCHG holdings is $-475,366.58, reflecting a -4.36% gain to date.
Mayfair Advisory Group, LLC SCHG ($29.19) Holding Chart
Mayfair Advisory Group, LLC SCHG ($29.19) 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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