Facet Wealth, Inc. SCHG Holdings History
Facet Wealth, Inc.'s Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Facet Wealth, Inc. held 1.12 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $29.12 Mil. This investment constitutes 0.75% of their stock portfolio, and Facet Wealth, Inc. now holds 0.08% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2021Q1. And since then Facet Wealth, Inc. has made 10 purchases of SCHG, at an average price of $27.06, for a total of 1.39 Mil shares. In addition, there have been 5 sales at an average price of $28.01 for 267,085.00 shares. Based on historical transaction data and SCHG's current price of $29.69, Facet Wealth, Inc.'s estimated gain on his SCHG holdings is $3.21 Mil, reflecting a 8.53% gain to date.
Facet Wealth, Inc. SCHG ($29.69) Holding Chart
Facet Wealth, Inc. SCHG ($29.69) 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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