Stratos Wealth Advisors, LLC SCHG Holdings History
Stratos Wealth Advisors, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Stratos Wealth Advisors, LLC held 768,810.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $19.25 Mil. This investment constitutes 1.05% of their stock portfolio, and Stratos Wealth Advisors, LLC now holds 0.05% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2018Q4. And since then Stratos Wealth Advisors, LLC has made 14 purchases of SCHG, at an average price of $39.05, for a total of 1.77 Mil shares. In addition, there have been 11 sales at an average price of $40.10 for 996,362.00 shares. Based on historical transaction data and SCHG's current price of $29.69, Stratos Wealth Advisors, LLC's estimated gain on his SCHG holdings is $-6.15 Mil, reflecting a -8.92% gain to date.
Stratos Wealth Advisors, LLC SCHG ($29.69) Holding Chart
Stratos Wealth Advisors, LLC SCHG ($29.69) 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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