Precision Wealth Strategies, LLC SCHG Holdings History
Precision Wealth Strategies, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Precision Wealth Strategies, LLC held 215,874.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $5.41 Mil. This investment constitutes 4.13% of their stock portfolio, and Precision Wealth Strategies, LLC now holds 0.02% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2021Q3. And since then Precision Wealth Strategies, LLC has made 11 purchases of SCHG, at an average price of $40.86, for a total of 296,735.00 shares. In addition, there have been 3 sales at an average price of $71.02 for 80,861.00 shares. Based on historical transaction data and SCHG's current price of $29.18, Precision Wealth Strategies, LLC's estimated gain on his SCHG holdings is $-82,520.72, reflecting a -0.68% gain to date.
Precision Wealth Strategies, LLC SCHG ($29.18) Holding Chart
Precision Wealth Strategies, LLC SCHG ($29.18) 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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