Rollins Financial SCHG Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$1.85 Mil
% of Total Estimate Gain
11.48%

Rollins Financial's Schwab U.S. Large-Cap Growth ETF Holding Summary

As of 2023-12-31, Rollins Financial held - shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling N/A. This investment constitutes 0% of their stock portfolio, and Rollins Financial now holds 0% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.

The initial trade took place in 2020Q4. And since then Rollins Financial has made 7 purchases of SCHG, at an average price of $69.35, for a total of 232,269.00 shares. In addition, there have been 4 sales at an average price of $77.31 for 232,269.00 shares. Based on historical transaction data and SCHG's current price of $29.18, Rollins Financial's estimated gain on his SCHG holdings is $1.85 Mil, reflecting a 11.48% gain to date.

Rollins Financial SCHG ($29.18) Holding Chart

Rollins Financial SCHG ($29.18) 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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