Broadleaf Partners, LLC SCHG Holdings History
Broadleaf Partners, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Broadleaf Partners, LLC held 438,835.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $10.99 Mil. This investment constitutes 2.88% of their stock portfolio, and Broadleaf Partners, LLC now holds 0.03% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2019Q2. And since then Broadleaf Partners, LLC has made 13 purchases of SCHG, at an average price of $35.41, for a total of 478,351.00 shares. In addition, there have been 11 sales at an average price of $64.13 for 39,516.00 shares. Based on historical transaction data and SCHG's current price of $30.06, Broadleaf Partners, LLC's estimated gain on his SCHG holdings is $-1.21 Mil, reflecting a -7.16% gain to date.
Broadleaf Partners, LLC SCHG ($30.06) Holding Chart
Broadleaf Partners, 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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