Ethos Financial Group, LLC SCHG Holdings History
Ethos Financial Group, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Ethos Financial Group, LLC held 802,536.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $22.37 Mil. This investment constitutes 2.18% of their stock portfolio, and Ethos Financial Group, LLC now holds 0.05% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2023Q3. And since then Ethos Financial Group, LLC has made 7 purchases of SCHG, at an average price of $37.51, for a total of 802,536.00 shares. Based on historical transaction data and SCHG's current price of $29.41, Ethos Financial Group, LLC's estimated gain on his SCHG holdings is $-6.51 Mil, reflecting a -21.61% gain to date.
Ethos Financial Group, LLC SCHG ($29.41) Holding Chart
Ethos Financial Group, LLC SCHG ($29.41) 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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