Filbrandt Wealth Management, LLC SCHG Holdings History
Filbrandt Wealth Management, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2021-09-30, Filbrandt Wealth Management, LLC held 45,090.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $3.34 Mil. This investment constitutes 1.92% of their stock portfolio, and Filbrandt Wealth Management, LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2019Q4. And since then Filbrandt Wealth Management, LLC has made 3 purchases of SCHG, at an average price of $43.94, for a total of 58,228.00 shares. In addition, there have been 4 sales at an average price of $58.06 for 13,138.00 shares. Based on historical transaction data and SCHG's current price of $29.35, Filbrandt Wealth Management, LLC's estimated gain on his SCHG holdings is $-472,621.00, reflecting a -18.47% gain to date.
Filbrandt Wealth Management, LLC SCHG ($29.35) Holding Chart
Filbrandt Wealth Management, LLC SCHG ($29.35) 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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