Ignite Planners, LLC SCHG Holdings History

Number of Shares
876,067.00
Current Holdings Value*
$22.52 Mil
% of Portfolio
4.41%
Total Estimate Gain
$-6.25 Mil
% of Total Estimate Gain
-18.66%

Ignite Planners, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary

As of 2025-03-31, Ignite Planners, LLC held 876,067.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $22.52 Mil. This investment constitutes 4.41% of their stock portfolio, and Ignite Planners, LLC now holds 0.06% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.

The initial trade took place in 2022Q4. And since then Ignite Planners, LLC has made 8 purchases of SCHG, at an average price of $36.69, for a total of 912,336.00 shares. In addition, there have been 2 sales at an average price of $33.61 for 36,269.00 shares. Based on historical transaction data and SCHG's current price of $29.69, Ignite Planners, LLC's estimated gain on his SCHG holdings is $-6.25 Mil, reflecting a -18.66% gain to date.

Ignite Planners, LLC SCHG ($29.69) Holding Chart

Ignite Planners, 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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