Number of Shares
1.60 Mil
Current Holdings Value*
$40.01 Mil
% of Portfolio
2.18%
Total Estimate Gain
$-10.00 Mil
% of Total Estimate Gain
-17.93%

Strategic Blueprint, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary

As of 2025-03-31, Strategic Blueprint, LLC held 1.60 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $40.01 Mil. This investment constitutes 2.18% of their stock portfolio, and Strategic Blueprint, LLC now holds 0.11% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.

The initial trade took place in 2019Q3. And since then Strategic Blueprint, LLC has made 18 purchases of SCHG, at an average price of $34.89, for a total of 1.60 Mil shares. In addition, there have been 1 sales at an average price of $43.45 for 742.00 shares. Based on historical transaction data and SCHG's current price of $28.63, Strategic Blueprint, LLC's estimated gain on his SCHG holdings is $-10.00 Mil, reflecting a -17.93% gain to date.

Strategic Blueprint, LLC SCHG ($28.63) Holding Chart

Strategic Blueprint, LLC SCHG ($28.63) 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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