Waverly Advisors, LLC SCHG Holdings History
Waverly Advisors, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Waverly Advisors, LLC held 2.19 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $54.71 Mil. This investment constitutes 0.67% of their stock portfolio, and Waverly Advisors, LLC now holds 0.15% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2023Q2. And since then Waverly Advisors, LLC has made 7 purchases of SCHG, at an average price of $31.67, for a total of 2.19 Mil shares. In addition, there have been 1 sales at an average price of $77.37 for 432.00 shares. Based on historical transaction data and SCHG's current price of $29.94, Waverly Advisors, LLC's estimated gain on his SCHG holdings is $-3.76 Mil, reflecting a -5.43% gain to date.
Waverly Advisors, LLC SCHG ($29.94) Holding Chart
Waverly Advisors, LLC SCHG ($29.94) 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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