MinichMacGregor Wealth Management, LLC SCHG Holdings History
MinichMacGregor Wealth Management, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-06-30, MinichMacGregor Wealth Management, LLC held 307,618.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $8.99 Mil. This investment constitutes 1.92% of their stock portfolio, and MinichMacGregor Wealth Management, LLC now holds 0.02% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2018Q2. And since then MinichMacGregor Wealth Management, LLC has made 17 purchases of SCHG, at an average price of $38.85, for a total of 2.24 Mil shares. In addition, there have been 12 sales at an average price of $39.26 for 1.93 Mil shares. Based on historical transaction data and SCHG's current price of $29.88, MinichMacGregor Wealth Management, LLC's estimated gain on his SCHG holdings is $-1.98 Mil, reflecting a -2.28% gain to date.
MinichMacGregor Wealth Management, LLC SCHG ($29.88) Holding Chart
MinichMacGregor Wealth Management, LLC SCHG ($29.88) 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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