WPG Advisers, LLC SCHG Holdings History
WPG Advisers, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, WPG Advisers, LLC held 96,525.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $2.42 Mil. This investment constitutes 2.25% of their stock portfolio, and WPG Advisers, LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2024Q4. And since then WPG Advisers, LLC has made 1 purchases of SCHG, at an average price of $27.38, for a total of 96,525.00 shares. Based on historical transaction data and SCHG's current price of $29.61, WPG Advisers, LLC's estimated gain on his SCHG holdings is $214,655.76, reflecting a 8.12% gain to date.
WPG Advisers, LLC SCHG ($29.61) Holding Chart
WPG Advisers, LLC SCHG ($29.61) 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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