Private Wealth Strategies, L.L.C. SCHG Holdings History
Private Wealth Strategies, L.L.C.'s Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2024-06-30, Private Wealth Strategies, L.L.C. held 444,273.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $44.80 Mil. This investment constitutes 8.99% of their stock portfolio, and Private Wealth Strategies, L.L.C. now holds -% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2021Q1. And since then Private Wealth Strategies, L.L.C. has made 11 purchases of SCHG, at an average price of $70.36, for a total of 457,068.00 shares. In addition, there have been 3 sales at an average price of $75.08 for 12,795.00 shares. Based on historical transaction data and SCHG's current price of $29.64, Private Wealth Strategies, L.L.C.'s estimated gain on his SCHG holdings is $-18.03 Mil, reflecting a -56.07% gain to date.
Private Wealth Strategies, L.L.C. SCHG ($29.64) Holding Chart
Private Wealth Strategies, L.L.C. SCHG ($29.64) 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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