N.E.W. Advisory Services LLC SCHG Holdings History
N.E.W. Advisory Services LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, N.E.W. Advisory Services LLC held 467,100.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $11.70 Mil. This investment constitutes 0.9% of their stock portfolio, and N.E.W. Advisory Services LLC now holds 0.03% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2024Q4. And since then N.E.W. Advisory Services LLC has made 2 purchases of SCHG, at an average price of $27.38, for a total of 467,100.00 shares. Based on historical transaction data and SCHG's current price of $29.74, N.E.W. Advisory Services LLC's estimated gain on his SCHG holdings is $1.10 Mil, reflecting a 8.62% gain to date.
N.E.W. Advisory Services LLC SCHG ($29.74) Holding Chart
N.E.W. Advisory Services 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
