FinDec Wealth Services, Inc. SCHG Holdings History
FinDec Wealth Services, Inc.'s Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, FinDec Wealth Services, Inc. held 488,916.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $12.24 Mil. This investment constitutes 12.1% of their stock portfolio, and FinDec Wealth Services, Inc. now holds 0.03% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2022Q4. And since then FinDec Wealth Services, Inc. has made 4 purchases of SCHG, at an average price of $30.59, for a total of 538,508.00 shares. In addition, there have been 5 sales at an average price of $35.43 for 49,592.00 shares. Based on historical transaction data and SCHG's current price of $29.35, FinDec Wealth Services, Inc.'s estimated gain on his SCHG holdings is $-366,795.87, reflecting a -2.23% gain to date.
FinDec Wealth Services, Inc. SCHG ($29.35) Holding Chart
FinDec Wealth Services, Inc. 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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