Midwest Capital Advisors, LLC SCHG Holdings History
Midwest Capital Advisors, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Midwest Capital Advisors, LLC held 1.07 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $26.88 Mil. This investment constitutes 16.5% of their stock portfolio, and Midwest Capital Advisors, LLC now holds 0.07% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2024Q4. And since then Midwest Capital Advisors, LLC has made 1 purchases of SCHG, at an average price of $27.37, for a total of 1.07 Mil shares. Based on historical transaction data and SCHG's current price of $29.74, Midwest Capital Advisors, LLC's estimated gain on his SCHG holdings is $2.54 Mil, reflecting a 8.66% gain to date.
Midwest Capital Advisors, LLC SCHG ($29.74) Holding Chart
Midwest Capital Advisors, LLC 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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