Number of Shares
1.29 Mil
Current Holdings Value*
$32.18 Mil
% of Portfolio
2.43%
Total Estimate Gain
$-2.89 Mil
% of Total Estimate Gain
-7.00%

Ausdal Financial Partners, Inc.'s Schwab U.S. Large-Cap Growth ETF Holding Summary

As of 2025-03-31, Ausdal Financial Partners, Inc. held 1.29 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $32.18 Mil. This investment constitutes 2.43% of their stock portfolio, and Ausdal Financial Partners, Inc. now holds 0.09% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.

The initial trade took place in 2018Q2. And since then Ausdal Financial Partners, Inc. has made 25 purchases of SCHG, at an average price of $32.08, for a total of 1.29 Mil shares. In addition, there have been 3 sales at an average price of $38.04 for 2,676.00 shares. Based on historical transaction data and SCHG's current price of $29.82, Ausdal Financial Partners, Inc.'s estimated gain on his SCHG holdings is $-2.89 Mil, reflecting a -7.00% gain to date.

Ausdal Financial Partners, Inc. SCHG ($29.82) Holding Chart

Ausdal Financial Partners, Inc. SCHG ($29.82) 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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