PPS&V ASSET MANAGEMENT CONSULTANTS, INC. SCHG Holdings History
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-06-30, PPS&V ASSET MANAGEMENT CONSULTANTS, INC. held 609,057.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $17.79 Mil. This investment constitutes 11.22% of their stock portfolio, and PPS&V ASSET MANAGEMENT CONSULTANTS, INC. now holds 0.04% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2022Q4. And since then PPS&V ASSET MANAGEMENT CONSULTANTS, INC. has made 3 purchases of SCHG, at an average price of $35.66, for a total of 639,905.00 shares. In addition, there have been 7 sales at an average price of $78.46 for 30,848.00 shares. Based on historical transaction data and SCHG's current price of $29.74, PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s estimated gain on his SCHG holdings is $-2.29 Mil, reflecting a -10.02% gain to date.
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. SCHG ($29.74) Holding Chart
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 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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