First Personal Financial Services SCHG Holdings History
First Personal Financial Services's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2024-09-30, First Personal Financial Services held 138,404.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $3.60 Mil. This investment constitutes 0.76% of their stock portfolio, and First Personal Financial Services now holds 0% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2015Q4. And since then First Personal Financial Services has made 4 purchases of SCHG, at an average price of $25.22, for a total of 276,170.00 shares. In addition, there have been 22 sales at an average price of $49.84 for 137,766.00 shares. Based on historical transaction data and SCHG's current price of $29.92, First Personal Financial Services's estimated gain on his SCHG holdings is $4.04 Mil, reflecting a 58.04% gain to date.
First Personal Financial Services SCHG ($29.92) Holding Chart
First Personal Financial Services SCHG ($29.92) 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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