FLAGSHIP WEALTH ADVISORS, LLC SCHG Holdings History
FLAGSHIP WEALTH ADVISORS, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, FLAGSHIP WEALTH ADVISORS, LLC held 175,723.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $4.40 Mil. This investment constitutes 1.85% of their stock portfolio, and FLAGSHIP WEALTH ADVISORS, LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2024Q4. And since then FLAGSHIP WEALTH ADVISORS, LLC has made 1 purchases of SCHG, at an average price of $27.39, for a total of 175,723.00 shares. Based on historical transaction data and SCHG's current price of $29.74, FLAGSHIP WEALTH ADVISORS, LLC's estimated gain on his SCHG holdings is $413,651.29, reflecting a 8.60% gain to date.
FLAGSHIP WEALTH ADVISORS, LLC SCHG ($29.74) Holding Chart
FLAGSHIP WEALTH ADVISORS, 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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