REGIMEN WEALTH, LLC SCHG Holdings History
REGIMEN WEALTH, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, REGIMEN WEALTH, LLC held 529,322.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $13.26 Mil. This investment constitutes 4.26% of their stock portfolio, and REGIMEN WEALTH, LLC now holds 0.04% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2022Q4. And since then REGIMEN WEALTH, LLC has made 5 purchases of SCHG, at an average price of $37.36, for a total of 696,728.00 shares. In addition, there have been 4 sales at an average price of $56.81 for 167,406.00 shares. Based on historical transaction data and SCHG's current price of $29.20, REGIMEN WEALTH, LLC's estimated gain on his SCHG holdings is $-1.06 Mil, reflecting a -4.08% gain to date.
REGIMEN WEALTH, LLC SCHG ($29.20) Holding Chart
REGIMEN WEALTH, LLC SCHG ($29.20) 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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