Defined Financial Planning LLC SCHG Holdings History
Defined Financial Planning LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-06-30, Defined Financial Planning LLC held 391,704.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $11.54 Mil. This investment constitutes 10.25% of their stock portfolio, and Defined Financial Planning LLC now holds 0.03% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2024Q4. And since then Defined Financial Planning LLC has made 2 purchases of SCHG, at an average price of $27.26, for a total of 391,704.00 shares. Based on historical transaction data and SCHG's current price of $30.06, Defined Financial Planning LLC's estimated gain on his SCHG holdings is $1.10 Mil, reflecting a 10.27% gain to date.
Defined Financial Planning LLC SCHG ($30.06) Holding Chart
Defined Financial Planning 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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