Number of Shares
1.73 Mil
Current Holdings Value*
$43.22 Mil
% of Portfolio
3.75%
Total Estimate Gain
$-8.29 Mil
% of Total Estimate Gain
-13.79%

Main Street Financial Solutions, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary

As of 2025-03-31, Main Street Financial Solutions, LLC held 1.73 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $43.22 Mil. This investment constitutes 3.75% of their stock portfolio, and Main Street Financial Solutions, LLC now holds 0.12% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.

The initial trade took place in 2020Q4. And since then Main Street Financial Solutions, LLC has made 15 purchases of SCHG, at an average price of $34.61, for a total of 1.74 Mil shares. In addition, there have been 2 sales at an average price of $54.48 for 10,444.00 shares. Based on historical transaction data and SCHG's current price of $29.69, Main Street Financial Solutions, LLC's estimated gain on his SCHG holdings is $-8.29 Mil, reflecting a -13.79% gain to date.

Main Street Financial Solutions, LLC SCHG ($29.69) Holding Chart

Main Street Financial Solutions, 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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