Opes Advisors Inc SCHG Holdings History
Opes Advisors Inc's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2018-12-31, Opes Advisors Inc held 272,086.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $9.38 Mil. This investment constitutes 10.31% of their stock portfolio, and Opes Advisors Inc now holds 0.06% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2018Q2. And since then Opes Advisors Inc has made 1 purchases of SCHG, at an average price of $36.06, for a total of 282,410.00 shares. In addition, there have been 2 sales at an average price of $36.75 for 10,324.00 shares. Based on historical transaction data and SCHG's current price of $29.94, Opes Advisors Inc's estimated gain on his SCHG holdings is $-1.66 Mil, reflecting a -16.28% gain to date.
Opes Advisors Inc SCHG ($29.94) Holding Chart
Opes Advisors Inc SCHG ($29.94) 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
