Weinberger Asset Management, Inc SCHG Holdings History
Weinberger Asset Management, Inc's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-06-30, Weinberger Asset Management, Inc held 626,941.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $18.31 Mil. This investment constitutes 7.07% of their stock portfolio, and Weinberger Asset Management, Inc now holds 0.04% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2021Q4. And since then Weinberger Asset Management, Inc has made 5 purchases of SCHG, at an average price of $19.88, for a total of 714,462.00 shares. In addition, there have been 9 sales at an average price of $20.87 for 87,521.00 shares. Based on historical transaction data and SCHG's current price of $29.74, Weinberger Asset Management, Inc's estimated gain on his SCHG holdings is $6.27 Mil, reflecting a 44.13% gain to date.
Weinberger Asset Management, Inc SCHG ($29.74) Holding Chart
Weinberger Asset Management, Inc SCHG ($29.74) 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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