Number of Shares
362,456.00
Current Holdings Value*
$9.08 Mil
% of Portfolio
6.82%
Total Estimate Gain
$834,547.83
% of Total Estimate Gain
8.41%

Ring Mountain Capital, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary

As of 2025-03-31, Ring Mountain Capital, LLC held 362,456.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $9.08 Mil. This investment constitutes 6.82% of their stock portfolio, and Ring Mountain Capital, LLC now holds 0.02% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.

The initial trade took place in 2024Q4. And since then Ring Mountain Capital, LLC has made 1 purchases of SCHG, at an average price of $27.37, for a total of 362,456.00 shares. Based on historical transaction data and SCHG's current price of $29.68, Ring Mountain Capital, LLC's estimated gain on his SCHG holdings is $834,547.83, reflecting a 8.41% gain to date.

Ring Mountain Capital, LLC SCHG ($29.68) Holding Chart

Ring Mountain Capital, LLC SCHG ($29.68) 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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