PACES FERRY WEALTH ADVISORS, LLC SCHG Holdings History
PACES FERRY WEALTH ADVISORS, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, PACES FERRY WEALTH ADVISORS, LLC held 590,986.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $14.80 Mil. This investment constitutes 7.36% of their stock portfolio, and PACES FERRY WEALTH ADVISORS, LLC now holds 0.04% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2020Q3. And since then PACES FERRY WEALTH ADVISORS, LLC has made 15 purchases of SCHG, at an average price of $35.98, for a total of 598,794.00 shares. In addition, there have been 3 sales at an average price of $72.64 for 7,808.00 shares. Based on historical transaction data and SCHG's current price of $29.41, PACES FERRY WEALTH ADVISORS, LLC's estimated gain on his SCHG holdings is $-3.60 Mil, reflecting a -16.70% gain to date.
PACES FERRY WEALTH ADVISORS, LLC SCHG ($29.41) Holding Chart
PACES FERRY WEALTH ADVISORS, LLC SCHG ($29.41) 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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