Transparent Wealth Partners LLC SCHG Holdings History
Transparent Wealth Partners LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2023-03-31, Transparent Wealth Partners LLC held 414,629.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $27.02 Mil. This investment constitutes 19.75% of their stock portfolio, and Transparent Wealth Partners LLC now holds 0.16% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2021Q4. And since then Transparent Wealth Partners LLC has made 3 purchases of SCHG, at an average price of $71.75, for a total of 837,194.00 shares. In addition, there have been 2 sales at an average price of $72.67 for 422,565.00 shares. Based on historical transaction data and SCHG's current price of $29.02, Transparent Wealth Partners LLC's estimated gain on his SCHG holdings is $-17.33 Mil, reflecting a -28.85% gain to date.
Transparent Wealth Partners LLC SCHG ($29.02) Holding Chart
Transparent Wealth Partners LLC SCHG ($29.02) 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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