Mainsail Financial Group, LLC SCHG Holdings History
Mainsail Financial Group, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-06-30, Mainsail Financial Group, LLC held 339,896.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $10.02 Mil. This investment constitutes 4.67% of their stock portfolio, and Mainsail Financial Group, LLC now holds 0.02% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2022Q4. And since then Mainsail Financial Group, LLC has made 6 purchases of SCHG, at an average price of $34.88, for a total of 342,759.00 shares. In addition, there have been 4 sales at an average price of $65.61 for 2,863.00 shares. Based on historical transaction data and SCHG's current price of $29.74, Mainsail Financial Group, LLC's estimated gain on his SCHG holdings is $-1.66 Mil, reflecting a -13.88% gain to date.
Mainsail Financial Group, LLC SCHG ($29.74) Holding Chart
Mainsail Financial Group, LLC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
