SK Wealth Management, LLC SCHG Holdings History
SK Wealth Management, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-06-30, SK Wealth Management, LLC held 871,180.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $25.65 Mil. This investment constitutes 11.12% of their stock portfolio, and SK Wealth Management, LLC now holds 0.06% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2024Q3. And since then SK Wealth Management, LLC has made 2 purchases of SCHG, at an average price of $25.25, for a total of 2.98 Mil shares. In addition, there have been 1 sales at an average price of $27.37 for 2.11 Mil shares. Based on historical transaction data and SCHG's current price of $29.47, SK Wealth Management, LLC's estimated gain on his SCHG holdings is $8.14 Mil, reflecting a 10.83% gain to date.
SK Wealth Management, LLC SCHG ($29.47) Holding Chart
SK Wealth Management, LLC SCHG ($29.47) 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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