One Wealth Management Investment & Advisory Services, LLC SCHG Holdings History
One Wealth Management Investment & Advisory Services, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, One Wealth Management Investment & Advisory Services, LLC held 24,631.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $616,760.00. This investment constitutes 1.02% of their stock portfolio, and One Wealth Management Investment & Advisory Services, LLC now holds 0% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2023Q4. And since then One Wealth Management Investment & Advisory Services, LLC has made 1 purchases of SCHG, at an average price of $31.92, for a total of 27,086.00 shares. In addition, there have been 2 sales at an average price of $93.77 for 2,455.00 shares. Based on historical transaction data and SCHG's current price of $29.74, One Wealth Management Investment & Advisory Services, LLC's estimated gain on his SCHG holdings is $98,139.91, reflecting a 11.35% gain to date.
One Wealth Management Investment & Advisory Services, LLC SCHG ($29.74) Holding Chart
One Wealth Management Investment & 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 % | |||
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