SMITH, MOORE & CO. SCHG Holdings History
SMITH, MOORE & CO.'s Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, SMITH, MOORE & CO. held 178,419.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $4.47 Mil. This investment constitutes 0.41% of their stock portfolio, and SMITH, MOORE & CO. now holds 0.01% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2023Q2. And since then SMITH, MOORE & CO. has made 7 purchases of SCHG, at an average price of $32.03, for a total of 207,935.00 shares. In addition, there have been 1 sales at an average price of $27.37 for 29,516.00 shares. Based on historical transaction data and SCHG's current price of $29.73, SMITH, MOORE & CO.'s estimated gain on his SCHG holdings is $-547,352.45, reflecting a -8.22% gain to date.
SMITH, MOORE & CO. SCHG ($29.73) Holding Chart
SMITH, MOORE & CO. SCHG ($29.73) 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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