Broadview Financial Management, LLC SCHG Holdings History
Broadview Financial Management, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Broadview Financial Management, LLC held 116,818.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $2.93 Mil. This investment constitutes 2.18% of their stock portfolio, and Broadview Financial Management, LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2018Q2. And since then Broadview Financial Management, LLC has made 11 purchases of SCHG, at an average price of $30.95, for a total of 164,046.00 shares. In addition, there have been 17 sales at an average price of $56.09 for 47,228.00 shares. Based on historical transaction data and SCHG's current price of $30.06, Broadview Financial Management, LLC's estimated gain on his SCHG holdings is $1.08 Mil, reflecting a 21.33% gain to date.
Broadview Financial Management, LLC SCHG ($30.06) Holding Chart
Broadview Financial Management, 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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