Millington Financial Advisors, LLC SCHG Holdings History
Millington Financial Advisors, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Millington Financial Advisors, LLC held 60,169.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $1.47 Mil. This investment constitutes 0.9% of their stock portfolio, and Millington Financial Advisors, LLC now holds 0% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2025Q1. And since then Millington Financial Advisors, LLC has made 1 purchases of SCHG, at an average price of $27.39, for a total of 60,169.00 shares. Based on historical transaction data and SCHG's current price of $29.88, Millington Financial Advisors, LLC's estimated gain on his SCHG holdings is $149,628.27, reflecting a 9.08% gain to date.
Millington Financial Advisors, LLC SCHG ($29.88) Holding Chart
Millington Financial Advisors, LLC SCHG ($29.88) 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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