ARBOR TRUST WEALTH ADVISORS, LLC SCHG Holdings History
ARBOR TRUST WEALTH ADVISORS, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, ARBOR TRUST WEALTH ADVISORS, LLC held 379,167.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $9.49 Mil. This investment constitutes 4.45% of their stock portfolio, and ARBOR TRUST WEALTH ADVISORS, LLC now holds 0.03% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2019Q4. And since then ARBOR TRUST WEALTH ADVISORS, LLC has made 19 purchases of SCHG, at an average price of $33.34, for a total of 383,265.00 shares. In addition, there have been 2 sales at an average price of $72.92 for 4,098.00 shares. Based on historical transaction data and SCHG's current price of $29.42, ARBOR TRUST WEALTH ADVISORS, LLC's estimated gain on his SCHG holdings is $-1.32 Mil, reflecting a -10.36% gain to date.
ARBOR TRUST WEALTH ADVISORS, LLC SCHG ($29.42) Holding Chart
ARBOR TRUST WEALTH ADVISORS, LLC SCHG ($29.42) 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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