Avantax Planning Partners, Inc. SCHG Holdings History
Avantax Planning Partners, Inc.'s Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Avantax Planning Partners, Inc. held 14.89 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $372.78 Mil. This investment constitutes 13.2% of their stock portfolio, and Avantax Planning Partners, Inc. now holds 1.01% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2018Q2. And since then Avantax Planning Partners, Inc. has made 12 purchases of SCHG, at an average price of $31.48, for a total of 20.68 Mil shares. In addition, there have been 17 sales at an average price of $60.18 for 5.79 Mil shares. Based on historical transaction data and SCHG's current price of $29.69, Avantax Planning Partners, Inc.'s estimated gain on his SCHG holdings is $139.50 Mil, reflecting a 21.43% gain to date.
Avantax Planning Partners, Inc. SCHG ($29.69) Holding Chart
Avantax Planning Partners, Inc. 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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