Fountainhead AM, LLC SCHG Holdings History
Fountainhead AM, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Fountainhead AM, LLC held 790,040.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $19.78 Mil. This investment constitutes 3.21% of their stock portfolio, and Fountainhead AM, LLC now holds 0.05% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2020Q4. And since then Fountainhead AM, LLC has made 12 purchases of SCHG, at an average price of $35.96, for a total of 855,867.00 shares. In addition, there have been 5 sales at an average price of $47.09 for 65,827.00 shares. Based on historical transaction data and SCHG's current price of $30.06, Fountainhead AM, LLC's estimated gain on his SCHG holdings is $-3.93 Mil, reflecting a -12.76% gain to date.
Fountainhead AM, LLC SCHG ($30.06) Holding Chart
Fountainhead AM, LLC SCHG ($30.06) 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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