UNIQUE WEALTH, LLC SCHG Holdings History
UNIQUE WEALTH, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, UNIQUE WEALTH, LLC held 795,860.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $19.93 Mil. This investment constitutes 3.77% of their stock portfolio, and UNIQUE WEALTH, LLC now holds 0.06% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2022Q4. And since then UNIQUE WEALTH, LLC has made 5 purchases of SCHG, at an average price of $37.68, for a total of 1.17 Mil shares. In addition, there have been 4 sales at an average price of $39.80 for 371,880.00 shares. Based on historical transaction data and SCHG's current price of $29.48, UNIQUE WEALTH, LLC's estimated gain on his SCHG holdings is $-5.74 Mil, reflecting a -13.04% gain to date.
UNIQUE WEALTH, LLC SCHG ($29.48) Holding Chart
UNIQUE WEALTH, LLC SCHG ($29.48) 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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