Number of Shares
3.09 Mil
Current Holdings Value*
$77.38 Mil
% of Portfolio
15.14%
Total Estimate Gain
$-7.86 Mil
% of Total Estimate Gain
-7.88%

RAINEY & RANDALL WEALTH ADVISORS INC.'s Schwab U.S. Large-Cap Growth ETF Holding Summary

As of 2025-03-31, RAINEY & RANDALL WEALTH ADVISORS INC. held 3.09 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $77.38 Mil. This investment constitutes 15.14% of their stock portfolio, and RAINEY & RANDALL WEALTH ADVISORS INC. now holds 0.21% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.

The initial trade took place in 2018Q4. And since then RAINEY & RANDALL WEALTH ADVISORS INC. has made 27 purchases of SCHG, at an average price of $32.28, for a total of 3.09 Mil shares. Based on historical transaction data and SCHG's current price of $29.74, RAINEY & RANDALL WEALTH ADVISORS INC.'s estimated gain on his SCHG holdings is $-7.86 Mil, reflecting a -7.88% gain to date.

RAINEY & RANDALL WEALTH ADVISORS INC. SCHG ($29.74) Holding Chart

RAINEY & RANDALL WEALTH ADVISORS INC. SCHG ($29.74) 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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