Werba Rubin Papier Wealth Management SCHG Holdings History
Werba Rubin Papier Wealth Management's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Werba Rubin Papier Wealth Management held 85,463.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $2.14 Mil. This investment constitutes 0.47% of their stock portfolio, and Werba Rubin Papier Wealth Management now holds 0.01% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2022Q4. And since then Werba Rubin Papier Wealth Management has made 5 purchases of SCHG, at an average price of $38.53, for a total of 138,794.00 shares. In addition, there have been 4 sales at an average price of $35.23 for 53,331.00 shares. Based on historical transaction data and SCHG's current price of $29.69, Werba Rubin Papier Wealth Management's estimated gain on his SCHG holdings is $-931,539.81, reflecting a -17.42% gain to date.
Werba Rubin Papier Wealth Management SCHG ($29.69) Holding Chart
Werba Rubin Papier Wealth Management SCHG ($29.69) 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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