Northeast Financial Group, Inc. SCHV Holdings History
Northeast Financial Group, Inc.'s Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-06-30, Northeast Financial Group, Inc. held 275,495.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $7.62 Mil. This investment constitutes 2.22% of their stock portfolio, and Northeast Financial Group, Inc. now holds 0.06% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2024Q3. And since then Northeast Financial Group, Inc. has made 4 purchases of SCHV, at an average price of $26.06, for a total of 275,495.00 shares. Based on historical transaction data and SCHV's current price of $28.40, Northeast Financial Group, Inc.'s estimated gain on his SCHV holdings is $643,894.75, reflecting a 8.97% gain to date.
Northeast Financial Group, Inc. SCHV ($28.40) Holding Chart
Northeast Financial Group, Inc. SCHV ($28.40) 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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