Bigelow Investment Advisors, LLC SCHG Holdings History
Bigelow Investment Advisors, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-06-30, Bigelow Investment Advisors, LLC held 155,584.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $4.54 Mil. This investment constitutes 2% of their stock portfolio, and Bigelow Investment Advisors, LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2020Q2. And since then Bigelow Investment Advisors, LLC has made 13 purchases of SCHG, at an average price of $35.31, for a total of 181,126.00 shares. In addition, there have been 7 sales at an average price of $56.49 for 25,542.00 shares. Based on historical transaction data and SCHG's current price of $30.06, Bigelow Investment Advisors, LLC's estimated gain on his SCHG holdings is $-275,647.19, reflecting a -4.31% gain to date.
Bigelow Investment Advisors, LLC SCHG ($30.06) Holding Chart
Bigelow Investment Advisors, LLC SCHG ($30.06) 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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