Allegheny Financial Group SCHG Holdings History
Allegheny Financial Group's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Allegheny Financial Group held 626,746.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $15.69 Mil. This investment constitutes 4.02% of their stock portfolio, and Allegheny Financial Group now holds 0.04% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2021Q2. And since then Allegheny Financial Group has made 14 purchases of SCHG, at an average price of $38.26, for a total of 671,354.00 shares. In addition, there have been 2 sales at an average price of $51.77 for 44,608.00 shares. Based on historical transaction data and SCHG's current price of $29.74, Allegheny Financial Group's estimated gain on his SCHG holdings is $-4.74 Mil, reflecting a -18.45% gain to date.
Allegheny Financial Group SCHG ($29.74) Holding Chart
Allegheny Financial Group 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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