Number of Shares
396,697.00
Current Holdings Value*
$9.93 Mil
% of Portfolio
7.38%
Total Estimate Gain
$1.21 Mil
% of Total Estimate Gain
5.95%

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 $29.69, Pacific Wealth Strategies Group, Inc.'s estimated gain on his SCHG holdings is $1.21 Mil, reflecting a 5.95% gain to date.

Pacific Wealth Strategies Group, Inc. SCHG ($29.69) Holding Chart

Pacific Wealth Strategies Group, Inc. SCHG ($29.69) 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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