Next Level Wealth Planning, LLC SCHG Holdings History
Next Level Wealth Planning, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Next Level Wealth Planning, LLC held 387,169.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $9.69 Mil. This investment constitutes 7.34% of their stock portfolio, and Next Level Wealth Planning, LLC now holds 0.03% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2024Q4. And since then Next Level Wealth Planning, LLC has made 1 purchases of SCHG, at an average price of $27.37, for a total of 387,169.00 shares. Based on historical transaction data and SCHG's current price of $29.59, Next Level Wealth Planning, LLC's estimated gain on his SCHG holdings is $859,174.06, reflecting a 8.11% gain to date.
Next Level Wealth Planning, LLC SCHG ($29.59) Holding Chart
Next Level Wealth Planning, LLC SCHG ($29.59) 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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