Western Wealth Management, LLC SCHG Holdings History
Western Wealth Management, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Western Wealth Management, LLC held - shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling N/A. This investment constitutes 0% of their stock portfolio, and Western Wealth Management, LLC now holds 0% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2019Q3. And since then Western Wealth Management, LLC has made 15 purchases of SCHG, at an average price of $31.38, for a total of 341,004.00 shares. In addition, there have been 6 sales at an average price of $35.80 for 341,004.00 shares. Based on historical transaction data and SCHG's current price of $30.06, Western Wealth Management, LLC's estimated gain on his SCHG holdings is $1.50 Mil, reflecting a 14.06% gain to date.
Western Wealth Management, LLC SCHG ($30.06) Holding Chart
Western Wealth Management, LLC SCHG ($30.06) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
