Perissos Private Wealth Management, LLC SCHG Holdings History
Perissos Private Wealth Management, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Perissos Private Wealth Management, LLC held 154,412.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $3.87 Mil. This investment constitutes 3.52% of their stock portfolio, and Perissos Private Wealth Management, LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2024Q1. And since then Perissos Private Wealth Management, LLC has made 4 purchases of SCHG, at an average price of $37.13, for a total of 154,412.00 shares. Based on historical transaction data and SCHG's current price of $29.45, Perissos Private Wealth Management, LLC's estimated gain on his SCHG holdings is $-1.19 Mil, reflecting a -20.68% gain to date.
Perissos Private Wealth Management, LLC SCHG ($29.45) Holding Chart
Perissos Private Wealth Management, LLC SCHG ($29.45) 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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