Northern Capital Management, Inc. SCHG Holdings History
Northern Capital Management, Inc.'s Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Northern Capital Management, Inc. held 1.84 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $46.06 Mil. This investment constitutes 30.03% of their stock portfolio, and Northern Capital Management, Inc. now holds 0.12% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2020Q4. And since then Northern Capital Management, Inc. has made 11 purchases of SCHG, at an average price of $35.46, for a total of 1.96 Mil shares. In addition, there have been 6 sales at an average price of $38.50 for 120,798.00 shares. Based on historical transaction data and SCHG's current price of $30.10, Northern Capital Management, Inc.'s estimated gain on his SCHG holdings is $-9.50 Mil, reflecting a -13.66% gain to date.
Northern Capital Management, Inc. SCHG ($30.10) Holding Chart
Northern Capital Management, Inc. SCHG ($30.10) 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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