Systelligence, LLC SCHG Holdings History

Number of Shares
614,457.00
Current Holdings Value*
$15.39 Mil
% of Portfolio
3.69%
Total Estimate Gain
$9.86 Mil
% of Total Estimate Gain
17.49%

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

As of 2025-03-31, Systelligence, LLC held 614,457.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $15.39 Mil. This investment constitutes 3.69% of their stock portfolio, and Systelligence, LLC now holds 0.04% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.

The initial trade took place in 2019Q4. And since then Systelligence, LLC has made 9 purchases of SCHG, at an average price of $43.37, for a total of 1.30 Mil shares. In addition, there have been 12 sales at an average price of $70.25 for 685,359.00 shares. Based on historical transaction data and SCHG's current price of $29.44, Systelligence, LLC's estimated gain on his SCHG holdings is $9.86 Mil, reflecting a 17.49% gain to date.

Systelligence, LLC SCHG ($29.44) Holding Chart

Systelligence, LLC SCHG ($29.44) 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 %

Top Ranked Articles

  • 1