Number of Shares
69,360.00
Current Holdings Value*
$1.74 Mil
% of Portfolio
0.7%
Total Estimate Gain
$1.67 Mil
% of Total Estimate Gain
24.98%

RESTON WEALTH MANAGEMENT LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary

As of 2025-03-31, RESTON WEALTH MANAGEMENT LLC held 69,360.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $1.74 Mil. This investment constitutes 0.7% of their stock portfolio, and RESTON WEALTH MANAGEMENT LLC now holds 0% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.

The initial trade took place in 2019Q3. And since then RESTON WEALTH MANAGEMENT LLC has made 15 purchases of SCHG, at an average price of $39.01, for a total of 171,494.00 shares. In addition, there have been 8 sales at an average price of $61.53 for 102,134.00 shares. Based on historical transaction data and SCHG's current price of $29.94, RESTON WEALTH MANAGEMENT LLC's estimated gain on his SCHG holdings is $1.67 Mil, reflecting a 24.98% gain to date.

RESTON WEALTH MANAGEMENT LLC SCHG ($29.94) Holding Chart

RESTON WEALTH MANAGEMENT LLC SCHG ($29.94) 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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