Paradigm, Strategies In Wealth Management, LLC SCHG Holdings History
Paradigm, Strategies in Wealth Management, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Paradigm, Strategies in Wealth Management, LLC held 719,203.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $18.01 Mil. This investment constitutes 12.14% of their stock portfolio, and Paradigm, Strategies in Wealth Management, LLC now holds 0.05% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2021Q1. And since then Paradigm, Strategies in Wealth Management, LLC has made 9 purchases of SCHG, at an average price of $35.36, for a total of 801,800.00 shares. In addition, there have been 7 sales at an average price of $42.33 for 82,597.00 shares. Based on historical transaction data and SCHG's current price of $29.43, Paradigm, Strategies in Wealth Management, LLC's estimated gain on his SCHG holdings is $-3.70 Mil, reflecting a -13.04% gain to date.
Paradigm, Strategies in Wealth Management, LLC SCHG ($29.43) Holding Chart
Paradigm, Strategies in Wealth Management, LLC SCHG ($29.43) 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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