Provident Wealth Management, LLC SCHG Holdings History
Provident Wealth Management, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Provident Wealth Management, LLC held 1.30 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $32.59 Mil. This investment constitutes 11.23% of their stock portfolio, and Provident Wealth Management, LLC now holds 0.09% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2020Q2. And since then Provident Wealth Management, LLC has made 12 purchases of SCHG, at an average price of $37.49, for a total of 1.32 Mil shares. In addition, there have been 7 sales at an average price of $66.76 for 23,261.00 shares. Based on historical transaction data and SCHG's current price of $29.35, Provident Wealth Management, LLC's estimated gain on his SCHG holdings is $-9.91 Mil, reflecting a -19.96% gain to date.
Provident Wealth Management, LLC SCHG ($29.35) Holding Chart
Provident Wealth Management, LLC SCHG ($29.35) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
