Waypoint Capital Advisors, LLC SCHG Holdings History
Waypoint Capital Advisors, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2024-09-30, Waypoint Capital Advisors, LLC held 222,032.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $5.78 Mil. This investment constitutes 1.23% of their stock portfolio, and Waypoint Capital Advisors, LLC now holds 0.02% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2022Q2. And since then Waypoint Capital Advisors, LLC has made 2 purchases of SCHG, at an average price of $42.03, for a total of 297,369.00 shares. In addition, there have been 7 sales at an average price of $77.39 for 75,337.00 shares. Based on historical transaction data and SCHG's current price of $29.73, Waypoint Capital Advisors, LLC's estimated gain on his SCHG holdings is $-67,134.32, reflecting a -0.54% gain to date.
Waypoint Capital Advisors, LLC SCHG ($29.73) Holding Chart
Waypoint Capital Advisors, LLC SCHG ($29.73) 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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