FLC Capital Advisors SCHG Holdings History
FLC Capital Advisors's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, FLC Capital Advisors held 1.20 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $30.05 Mil. This investment constitutes 6.74% of their stock portfolio, and FLC Capital Advisors now holds 0.08% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2022Q4. And since then FLC Capital Advisors has made 7 purchases of SCHG, at an average price of $36.07, for a total of 1.24 Mil shares. In addition, there have been 3 sales at an average price of $87.90 for 44,292.00 shares. Based on historical transaction data and SCHG's current price of $30.06, FLC Capital Advisors's estimated gain on his SCHG holdings is $-4.91 Mil, reflecting a -10.94% gain to date.
FLC Capital Advisors SCHG ($30.06) Holding Chart
FLC Capital Advisors 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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