Game Plan Financial Advisors, LLC SCHG Holdings History
Game Plan Financial Advisors, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Game Plan Financial Advisors, LLC held 263,315.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $6.59 Mil. This investment constitutes 3.92% of their stock portfolio, and Game Plan Financial Advisors, LLC now holds 0.02% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2019Q4. And since then Game Plan Financial Advisors, LLC has made 9 purchases of SCHG, at an average price of $38.44, for a total of 385,858.00 shares. In addition, there have been 9 sales at an average price of $50.43 for 122,543.00 shares. Based on historical transaction data and SCHG's current price of $29.42, Game Plan Financial Advisors, LLC's estimated gain on his SCHG holdings is $-904,146.84, reflecting a -6.10% gain to date.
Game Plan Financial Advisors, LLC SCHG ($29.42) Holding Chart
Game Plan Financial Advisors, LLC SCHG ($29.42) 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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