Number of Shares
3.45 Mil
Current Holdings Value*
$162.16 Mil
% of Portfolio
1.11%
Total Estimate Gain
$-31.29 Mil
% of Total Estimate Gain
-15.04%

LADENBURG THALMANN FINANCIAL SERVICES INC's Schwab U.S. Large-Cap Growth ETF Holding Summary

As of 2019-12-31, LADENBURG THALMANN FINANCIAL SERVICES INC held 3.45 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $162.16 Mil. This investment constitutes 1.11% of their stock portfolio, and LADENBURG THALMANN FINANCIAL SERVICES INC now holds 0.78% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.

The initial trade took place in 2015Q4. And since then LADENBURG THALMANN FINANCIAL SERVICES INC has made 12 purchases of SCHG, at an average price of $39.45, for a total of 5.28 Mil shares. In addition, there have been 1 sales at an average price of $40.66 for 1.82 Mil shares. Based on historical transaction data and SCHG's current price of $29.74, LADENBURG THALMANN FINANCIAL SERVICES INC's estimated gain on his SCHG holdings is $-31.29 Mil, reflecting a -15.04% gain to date.

LADENBURG THALMANN FINANCIAL SERVICES INC SCHG ($29.74) Holding Chart

LADENBURG THALMANN FINANCIAL SERVICES INC SCHG ($29.74) 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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