Tradition Wealth Management, LLC SCHG Holdings History
Tradition Wealth Management, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Tradition Wealth Management, LLC held 1.64 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $40.98 Mil. This investment constitutes 3.61% of their stock portfolio, and Tradition Wealth Management, LLC now holds 0.11% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2020Q4. And since then Tradition Wealth Management, LLC has made 10 purchases of SCHG, at an average price of $41.14, for a total of 2.09 Mil shares. In addition, there have been 7 sales at an average price of $78.35 for 457,158.00 shares. Based on historical transaction data and SCHG's current price of $30.06, Tradition Wealth Management, LLC's estimated gain on his SCHG holdings is $-1.13 Mil, reflecting a -1.31% gain to date.
Tradition Wealth Management, LLC SCHG ($30.06) Holding Chart
Tradition Wealth Management, LLC SCHG ($30.06) 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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