STRATEGIC PLANNING GROUP, LLC SCHG Holdings History
STRATEGIC PLANNING GROUP, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, STRATEGIC PLANNING GROUP, LLC held 594,965.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $14.90 Mil. This investment constitutes 2.92% of their stock portfolio, and STRATEGIC PLANNING GROUP, LLC now holds 0.04% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2024Q1. And since then STRATEGIC PLANNING GROUP, LLC has made 5 purchases of SCHG, at an average price of $41.63, for a total of 594,965.00 shares. Based on historical transaction data and SCHG's current price of $29.21, STRATEGIC PLANNING GROUP, LLC's estimated gain on his SCHG holdings is $-7.39 Mil, reflecting a -29.84% gain to date.
STRATEGIC PLANNING GROUP, LLC SCHG ($29.21) Holding Chart
STRATEGIC PLANNING GROUP, LLC SCHG ($29.21) 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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