Lighthouse Financial Advisors, Inc. SCHG Holdings History
Lighthouse Financial Advisors, Inc.'s Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2021-03-31, Lighthouse Financial Advisors, Inc. held 89,842.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $5.83 Mil. This investment constitutes 1.77% of their stock portfolio, and Lighthouse Financial Advisors, Inc. now holds 0.02% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2019Q4. And since then Lighthouse Financial Advisors, Inc. has made 2 purchases of SCHG, at an average price of $60.64, for a total of 89,912.00 shares. In addition, there have been 1 sales at an average price of $45.02 for 70.00 shares. Based on historical transaction data and SCHG's current price of $29.85, Lighthouse Financial Advisors, Inc.'s estimated gain on his SCHG holdings is $-2.77 Mil, reflecting a -50.75% gain to date.
Lighthouse Financial Advisors, Inc. SCHG ($29.85) Holding Chart
Lighthouse Financial Advisors, Inc. SCHG ($29.85) 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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