Veery Capital, LLC SCHG Holdings History

Number of Shares
1.31 Mil
Current Holdings Value*
$38.27 Mil
% of Portfolio
13.16%
Total Estimate Gain
$2.53 Mil
% of Total Estimate Gain
6.62%

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

As of 2025-06-30, Veery Capital, LLC held 1.31 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $38.27 Mil. This investment constitutes 13.16% of their stock portfolio, and Veery Capital, LLC now holds 0.09% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.

The initial trade took place in 2020Q4. And since then Veery Capital, LLC has made 11 purchases of SCHG, at an average price of $28.62, for a total of 1.33 Mil shares. In addition, there have been 7 sales at an average price of $54.77 for 24,453.00 shares. Based on historical transaction data and SCHG's current price of $30.06, Veery Capital, LLC's estimated gain on his SCHG holdings is $2.53 Mil, reflecting a 6.62% gain to date.

Veery Capital, LLC SCHG ($30.06) Holding Chart

Veery Capital, 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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