Ignite Planners, LLC SCHG Holdings History

Number of Shares
872,118.00
Current Holdings Value*
$25.94 Mil
% of Portfolio
4.49%
Total Estimate Gain
$-5.97 Mil
% of Total Estimate Gain
-17.82%

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

As of 2025-06-30, Ignite Planners, LLC held 872,118.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $25.94 Mil. This investment constitutes 4.49% 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 3 sales at an average price of $32.90 for 40,218.00 shares. Based on historical transaction data and SCHG's current price of $30.03, Ignite Planners, LLC's estimated gain on his SCHG holdings is $-5.97 Mil, reflecting a -17.82% gain to date.

Ignite Planners, LLC SCHG ($30.03) Holding Chart

Ignite Planners, LLC SCHG ($30.03) 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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