LADENBURG INCOME & GROWTH FUND SCHV Holdings History
LADENBURG INCOME & GROWTH FUND's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, Northern Lights Fund Trust held 322,577.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $8.57 Mil. This investment constitutes 15.25% of their stock portfolio, and Northern Lights Fund Trust now holds 0.07% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2020Q1. And since then LADENBURG INCOME & GROWTH FUND has made 6 purchases of SCHV, at an average price of $36.41, for a total of 381,882.00 shares. In addition, there have been 7 sales at an average price of $38.50 for 59,305.00 shares. Based on historical transaction data and SCHV's current price of $28.16, LADENBURG INCOME & GROWTH FUND's estimated gain on his SCHV holdings is $-2.54 Mil, reflecting a -18.25% gain to date.
LADENBURG INCOME & GROWTH FUND SCHV ($28.16) Holding Chart
LADENBURG INCOME & GROWTH FUND SCHV ($28.16) 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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