Nadler Financial Group, Inc. SCHG Holdings History
Nadler Financial Group, Inc.'s Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Nadler Financial Group, Inc. held 1.89 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $47.37 Mil. This investment constitutes 5.25% of their stock portfolio, and Nadler Financial Group, Inc. now holds 0.13% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2014Q3. And since then Nadler Financial Group, Inc. has made 16 purchases of SCHG, at an average price of $30.33, for a total of 1.99 Mil shares. In addition, there have been 3 sales at an average price of $34.36 for 93,161.00 shares. Based on historical transaction data and SCHG's current price of $29.80, Nadler Financial Group, Inc.'s estimated gain on his SCHG holdings is $-623,340.74, reflecting a -1.04% gain to date.
Nadler Financial Group, Inc. SCHG ($29.80) Holding Chart
Nadler Financial Group, Inc. SCHG ($29.80) 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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