Northeast Financial Group, Inc. SCHG Holdings History
Northeast Financial Group, Inc.'s Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-06-30, Northeast Financial Group, Inc. held 517,010.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $15.10 Mil. This investment constitutes 4.4% of their stock portfolio, and Northeast Financial Group, Inc. now holds 0.03% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2020Q4. And since then Northeast Financial Group, Inc. has made 10 purchases of SCHG, at an average price of $36.36, for a total of 679,043.00 shares. In addition, there have been 7 sales at an average price of $54.70 for 162,033.00 shares. Based on historical transaction data and SCHG's current price of $30.06, Northeast Financial Group, Inc.'s estimated gain on his SCHG holdings is $-283,564.97, reflecting a -1.15% gain to date.
Northeast Financial Group, Inc. SCHG ($30.06) Holding Chart
Northeast Financial Group, Inc. SCHG ($30.06) 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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