Powers Advisory Group, LLC SCHG Holdings History
Powers Advisory Group, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Powers Advisory Group, LLC held 298,813.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $7.48 Mil. This investment constitutes 3.56% of their stock portfolio, and Powers Advisory Group, LLC now holds 0.02% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2021Q4. And since then Powers Advisory Group, LLC has made 11 purchases of SCHG, at an average price of $36.83, for a total of 299,783.00 shares. In addition, there have been 1 sales at an average price of $75.29 for 970.00 shares. Based on historical transaction data and SCHG's current price of $29.42, Powers Advisory Group, LLC's estimated gain on his SCHG holdings is $-2.18 Mil, reflecting a -19.71% gain to date.
Powers Advisory Group, LLC SCHG ($29.42) Holding Chart
Powers Advisory Group, LLC SCHG ($29.42) 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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