AVANTAX ADVISORY SERVICES, INC. SCHG Holdings History
AVANTAX ADVISORY SERVICES, INC.'s Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, AVANTAX ADVISORY SERVICES, INC. held 5.05 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $126.40 Mil. This investment constitutes 0.77% of their stock portfolio, and AVANTAX ADVISORY SERVICES, INC. now holds 0.34% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2019Q4. And since then AVANTAX ADVISORY SERVICES, INC. has made 19 purchases of SCHG, at an average price of $34.96, for a total of 5.12 Mil shares. In addition, there have been 3 sales at an average price of $60.44 for 75,211.00 shares. Based on historical transaction data and SCHG's current price of $29.74, AVANTAX ADVISORY SERVICES, INC.'s estimated gain on his SCHG holdings is $-24.43 Mil, reflecting a -13.64% gain to date.
AVANTAX ADVISORY SERVICES, INC. SCHG ($29.74) Holding Chart
AVANTAX ADVISORY SERVICES, 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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