Harborview Advisors, LLC SCHG Holdings History
Harborview Advisors, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2021-09-30, Harborview Advisors, LLC held 142,396.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $10.54 Mil. This investment constitutes 5.91% of their stock portfolio, and Harborview Advisors, LLC now holds 0.03% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2018Q2. And since then Harborview Advisors, LLC has made 2 purchases of SCHG, at an average price of $36.08, for a total of 284,952.00 shares. In addition, there have been 12 sales at an average price of $47.01 for 142,556.00 shares. Based on historical transaction data and SCHG's current price of $29.69, Harborview Advisors, LLC's estimated gain on his SCHG holdings is $646,460.66, reflecting a 6.29% gain to date.
Harborview Advisors, LLC SCHG ($29.69) Holding Chart
Harborview Advisors, LLC SCHG ($29.69) 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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