Wilkins Miller Wealth Management, LLC SCHG Holdings History
Wilkins Miller Wealth Management, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Wilkins Miller Wealth Management, LLC held 275,488.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $6.90 Mil. This investment constitutes 5.19% of their stock portfolio, and Wilkins Miller Wealth Management, LLC now holds 0.02% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2024Q4. And since then Wilkins Miller Wealth Management, LLC has made 1 purchases of SCHG, at an average price of $27.37, for a total of 275,488.00 shares. Based on historical transaction data and SCHG's current price of $29.69, Wilkins Miller Wealth Management, LLC's estimated gain on his SCHG holdings is $638,825.66, reflecting a 8.47% gain to date.
Wilkins Miller Wealth Management, LLC SCHG ($29.69) Holding Chart
Wilkins Miller Wealth Management, LLC 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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