Schneider Downs Wealth Management Advisors, LP SCHG Holdings History
Schneider Downs Wealth Management Advisors, LP's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Schneider Downs Wealth Management Advisors, LP held 1.58 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $39.51 Mil. This investment constitutes 7.16% of their stock portfolio, and Schneider Downs Wealth Management Advisors, LP now holds 0.11% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2019Q1. And since then Schneider Downs Wealth Management Advisors, LP has made 22 purchases of SCHG, at an average price of $32.46, for a total of 1.61 Mil shares. In addition, there have been 3 sales at an average price of $77.51 for 30,703.00 shares. Based on historical transaction data and SCHG's current price of $29.47, Schneider Downs Wealth Management Advisors, LP's estimated gain on his SCHG holdings is $-3.34 Mil, reflecting a -6.40% gain to date.
Schneider Downs Wealth Management Advisors, LP SCHG ($29.47) Holding Chart
Schneider Downs Wealth Management Advisors, LP 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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