HARVEST GROUP WEALTH MANAGEMENT, LLC SCHG Holdings History
HARVEST GROUP WEALTH MANAGEMENT, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2023-03-31, HARVEST GROUP WEALTH MANAGEMENT, LLC held 140,776.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $9.17 Mil. This investment constitutes 5.7% of their stock portfolio, and HARVEST GROUP WEALTH MANAGEMENT, LLC now holds 0.06% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2018Q2. And since then HARVEST GROUP WEALTH MANAGEMENT, LLC has made 9 purchases of SCHG, at an average price of $47.82, for a total of 454,954.00 shares. In addition, there have been 9 sales at an average price of $43.75 for 314,178.00 shares. Based on historical transaction data and SCHG's current price of $29.47, HARVEST GROUP WEALTH MANAGEMENT, LLC's estimated gain on his SCHG holdings is $-3.86 Mil, reflecting a -17.74% gain to date.
HARVEST GROUP WEALTH MANAGEMENT, LLC SCHG ($29.47) Holding Chart
HARVEST GROUP WEALTH MANAGEMENT, LLC SCHG ($29.47) 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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