PIERSHALE FINANCIAL GROUP, INC. SCHG Holdings History
PIERSHALE FINANCIAL GROUP, INC.'s Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2023-06-30, PIERSHALE FINANCIAL GROUP, INC. held 85,301.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $6.39 Mil. This investment constitutes 4.07% of their stock portfolio, and PIERSHALE FINANCIAL GROUP, INC. now holds 0.03% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2015Q4. And since then PIERSHALE FINANCIAL GROUP, INC. has made 9 purchases of SCHG, at an average price of $47.47, for a total of 1.70 Mil shares. In addition, there have been 7 sales at an average price of $53.89 for 1.61 Mil shares. Based on historical transaction data and SCHG's current price of $29.73, PIERSHALE FINANCIAL GROUP, INC.'s estimated gain on his SCHG holdings is $8.84 Mil, reflecting a 10.97% gain to date.
PIERSHALE FINANCIAL GROUP, INC. SCHG ($29.73) Holding Chart
PIERSHALE FINANCIAL GROUP, INC. SCHG ($29.73) 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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