Pacific Wealth Strategies Group, Inc. SCHG Holdings History
Pacific Wealth Strategies Group, Inc.'s Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Pacific Wealth Strategies Group, Inc. held 396,697.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $9.93 Mil. This investment constitutes 7.38% of their stock portfolio, and Pacific Wealth Strategies Group, Inc. now holds 0.03% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2018Q2. And since then Pacific Wealth Strategies Group, Inc. has made 16 purchases of SCHG, at an average price of $35.17, for a total of 579,111.00 shares. In addition, there have been 11 sales at an average price of $53.74 for 182,414.00 shares. Based on historical transaction data and SCHG's current price of $29.94, Pacific Wealth Strategies Group, Inc.'s estimated gain on his SCHG holdings is $1.31 Mil, reflecting a 6.44% gain to date.
Pacific Wealth Strategies Group, Inc. SCHG ($29.94) Holding Chart
Pacific Wealth Strategies Group, 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 % | |||
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