Nabity-Jensen Investment Management Inc SCHG Holdings History
Nabity-Jensen Investment Management Inc's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-06-30, Nabity-Jensen Investment Management Inc held 161,758.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $4.72 Mil. This investment constitutes 3.49% of their stock portfolio, and Nabity-Jensen Investment Management Inc now holds 0.01% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2023Q4. In addition, there have been 3 sales at an average price of $26.73 for 1,206.00 shares. Based on historical transaction data and SCHG's current price of $29.84, Nabity-Jensen Investment Management Inc's estimated gain on his SCHG holdings is $1.70 Mil, reflecting a 53.80% gain to date.
Nabity-Jensen Investment Management Inc SCHG ($29.84) Holding Chart
Nabity-Jensen Investment Management Inc SCHG ($29.84) 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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