Financial Advisors, LLC SCHG Holdings History
Financial Advisors, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Financial Advisors, LLC held 3.10 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $77.69 Mil. This investment constitutes 15.33% of their stock portfolio, and Financial Advisors, LLC now holds 0.21% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2018Q4. And since then Financial Advisors, LLC has made 18 purchases of SCHG, at an average price of $37.84, for a total of 3.31 Mil shares. In addition, there have been 7 sales at an average price of $62.08 for 211,151.00 shares. Based on historical transaction data and SCHG's current price of $29.61, Financial Advisors, LLC's estimated gain on his SCHG holdings is $-20.43 Mil, reflecting a -16.29% gain to date.
Financial Advisors, LLC SCHG ($29.61) Holding Chart
Financial Advisors, LLC SCHG ($29.61) 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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