Number of Shares
200,417.00
Current Holdings Value*
$5.02 Mil
% of Portfolio
5.33%
Total Estimate Gain
$490,927.03
% of Total Estimate Gain
8.95%

NESTEGG ADVISORS, INC.'s Schwab U.S. Large-Cap Growth ETF Holding Summary

As of 2025-03-31, NESTEGG ADVISORS, INC. held 200,417.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $5.02 Mil. This investment constitutes 5.33% of their stock portfolio, and NESTEGG ADVISORS, INC. now holds 0.01% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.

The initial trade took place in 2024Q4. And since then NESTEGG ADVISORS, INC. has made 1 purchases of SCHG, at an average price of $27.37, for a total of 200,417.00 shares. Based on historical transaction data and SCHG's current price of $29.82, NESTEGG ADVISORS, INC.'s estimated gain on his SCHG holdings is $490,927.03, reflecting a 8.95% gain to date.

NESTEGG ADVISORS, INC. SCHG ($29.82) Holding Chart

NESTEGG ADVISORS, INC. SCHG ($29.82) 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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