Bleakley Financial Group, LLC SCHG Holdings History
Bleakley Financial Group, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Bleakley Financial Group, LLC held 1.38 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $34.53 Mil. This investment constitutes 1.11% of their stock portfolio, and Bleakley Financial Group, LLC now holds 0.09% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2022Q4. And since then Bleakley Financial Group, LLC has made 4 purchases of SCHG, at an average price of $34.25, for a total of 1.42 Mil shares. In addition, there have been 5 sales at an average price of $94.30 for 44,863.00 shares. Based on historical transaction data and SCHG's current price of $29.74, Bleakley Financial Group, LLC's estimated gain on his SCHG holdings is $-3.52 Mil, reflecting a -7.22% gain to date.
Bleakley Financial Group, LLC SCHG ($29.74) Holding Chart
Bleakley Financial Group, LLC 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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