McCarthy Asset Management, Inc. SCHG Holdings History
McCarthy Asset Management, Inc.'s Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, McCarthy Asset Management, Inc. held 359,097.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $8.99 Mil. This investment constitutes 6.51% of their stock portfolio, and McCarthy Asset Management, Inc. now holds 0.02% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2020Q4. And since then McCarthy Asset Management, Inc. has made 7 purchases of SCHG, at an average price of $38.43, for a total of 420,962.00 shares. In addition, there have been 10 sales at an average price of $49.64 for 61,865.00 shares. Based on historical transaction data and SCHG's current price of $29.74, McCarthy Asset Management, Inc.'s estimated gain on his SCHG holdings is $-2.43 Mil, reflecting a -15.00% gain to date.
McCarthy Asset Management, Inc. SCHG ($29.74) Holding Chart
McCarthy Asset Management, 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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