Retirement Group, LLC SCHG Holdings History
Retirement Group, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2024-03-31, Retirement Group, LLC held 20,393.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $1.89 Mil. This investment constitutes 0.68% of their stock portfolio, and Retirement Group, LLC now holds -% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2019Q4. And since then Retirement Group, LLC has made 12 purchases of SCHG, at an average price of $82.07, for a total of 21,167.00 shares. In addition, there have been 2 sales at an average price of $63.33 for 774.00 shares. Based on historical transaction data and SCHG's current price of $29.45, Retirement Group, LLC's estimated gain on his SCHG holdings is $-1.09 Mil, reflecting a -62.61% gain to date.
Retirement Group, LLC SCHG ($29.45) Holding Chart
Retirement Group, LLC SCHG ($29.45) 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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