Number of Shares
1.18 Mil
Current Holdings Value*
$29.63 Mil
% of Portfolio
4.91%
Total Estimate Gain
$-4.28 Mil
% of Total Estimate Gain
-9.36%

Financial Advisors Network, Inc.'s Schwab U.S. Large-Cap Growth ETF Holding Summary

As of 2025-03-31, Financial Advisors Network, Inc. held 1.18 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $29.63 Mil. This investment constitutes 4.91% of their stock portfolio, and Financial Advisors Network, Inc. now holds 0.08% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.

The initial trade took place in 2019Q1. And since then Financial Advisors Network, Inc. has made 18 purchases of SCHG, at an average price of $35.66, for a total of 1.28 Mil shares. In addition, there have been 2 sales at an average price of $63.28 for 98,660.00 shares. Based on historical transaction data and SCHG's current price of $29.74, Financial Advisors Network, Inc.'s estimated gain on his SCHG holdings is $-4.28 Mil, reflecting a -9.36% gain to date.

Financial Advisors Network, Inc. SCHG ($29.74) Holding Chart

Financial Advisors Network, Inc. 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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