SkyOak Wealth, LLC SCHG Holdings History
SkyOak Wealth, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, SkyOak Wealth, LLC held 691,175.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $17.31 Mil. This investment constitutes 3.79% of their stock portfolio, and SkyOak Wealth, LLC now holds 0.05% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2019Q4. And since then SkyOak Wealth, LLC has made 16 purchases of SCHG, at an average price of $35.11, for a total of 737,456.00 shares. In addition, there have been 5 sales at an average price of $38.13 for 46,281.00 shares. Based on historical transaction data and SCHG's current price of $29.82, SkyOak Wealth, LLC's estimated gain on his SCHG holdings is $-3.52 Mil, reflecting a -13.58% gain to date.
SkyOak Wealth, LLC SCHG ($29.82) Holding Chart
SkyOak Wealth, LLC SCHG ($29.82) 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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