OPTIMA CAPITAL LLC SCHG Holdings History
OPTIMA CAPITAL LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, OPTIMA CAPITAL LLC held 9,014.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $225,700.00. This investment constitutes 0.14% of their stock portfolio, and OPTIMA CAPITAL LLC now holds 0% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $27.39 for 116,856.00 shares. Based on historical transaction data and SCHG's current price of $28.88, OPTIMA CAPITAL LLC's estimated gain on his SCHG holdings is $15,903.19, reflecting a 0.46% gain to date.
OPTIMA CAPITAL LLC SCHG ($28.88) Holding Chart
OPTIMA CAPITAL LLC SCHG ($28.88) 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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